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Navellier & Associates’s iShares US Financials ETF IYF Stock Holding History

Navellier & Associates’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$579K Buy
+4,538
New +$563K 0.05% 232
2025
Q4 		– Sell
-3,940
Closed -$499K – 365
2025
Q3 		$499K Buy
+3,940
New +$487K 0.05% 259
2025
Q1 		– Sell
-5,788
Closed -$640K – 346
2024
Q4 		$640K Buy
+5,788
New +$645K 0.08% 216
2024
Q3 		– Sell
-5,788
Closed -$547K – 340
2024
Q2 		$547K Hold
5,788
– – 0.06% 231
2024
Q1 		$554K Hold
5,788
– – 0.07% 222
2023
Q4 		$494K Buy
+5,788
New +$451K 0.07% 226
2021
Q4 		– Sell
-4,596
Closed -$379K – 335
2021
Q3 		$379K Sell
4,596
-2,578
-36% -$214K 0.06% 230
2021
Q2 		$581K Sell
7,174
-486
-6% -$39.1K 0.09% 182
2021
Q1 		$574K Sell
7,660
-850
-10% -$60.4K 0.1% 161
2020
Q4 		$568K Buy
+8,510
New +$525K 0.1% 150
2020
Q3 		– Sell
-13,880
Closed -$764K – 243
2020
Q2 		$764K Buy
+13,880
New +$741K 0.18% 107
2019
Q4 		– Sell
-29,482
Closed -$1.9M – 303
2019
Q3 		$1.9M Sell
29,482
-182
-0.6% -$11.6K 0.31% 93
2019
Q2 		$1.86M Buy
+29,664
New +$1.83M 0.29% 94
2018
Q3 		– Sell
-116,376
Closed -$6.82M – 320
2018
Q2 		$6.82M Sell
116,376
-3,000
-3% -$178K 0.95% 26
2018
Q1 		$7.03M Buy
119,376
+105,694
+773% +$6.41M 1.07% 22
2017
Q4 		$817K Sell
13,682
-107,694
-89% -$6.25M 0.15% 148
2017
Q3 		$6.8M Buy
+121,376
New +$6.62M 1.32% 20
2017
Q2 		– Sell
-91,880
Closed -$4.78M – 321
2017
Q1 		$4.78M Buy
91,880
+12,256
+15% +$639K 0.7% 58
2016
Q4 		$4.04M Buy
+79,624
New +$3.8M 0.67% 64
2015
Q3 		– Sell
-31,974
Closed -$1.44M – 346
2015
Q2 		$1.44M Buy
+31,974
New +$1.45M 0.13% 91

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Navellier & Associates's IYF Position: Q2 2026 in Review

Navellier & Associates opened a new position in iShares US Financials ETF (IYF) in Q2 2026: 4,538 shares worth $579K. The stake represents 0.05% of the portfolio and ranks #232 among its holdings. This is a return to the name: Navellier & Associates previously reported a position in IYF as recently as Q3 2025.

Navellier & Associates first reported a position in IYF in Q2 2015 and has held it in 20 quarters since. The position peaked at $7.03M in Q1 2018. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Navellier & Associates held 4,538 shares of iShares US Financials ETF worth $579K as of Q2 2026.
  • iShares US Financials ETF was a new Navellier & Associates position in Q2 2026.
  • iShares US Financials ETF made up 0.05% of Navellier & Associates's portfolio in Q2 2026, its #232 holding.
  • Navellier & Associates first reported a position in iShares US Financials ETF in Q2 2015 and has held it in 20 quarters since.
  • Navellier & Associates's iShares US Financials ETF position peaked at $7.03M in Q1 2018.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Navellier & Associates's 13F filing for Q2 2026, filed 4 Aug 2026.