NBC Securities’s iShares US Financials ETF IYF Stock Holding History

NBC Securities’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	$189K	Hold	1,479	–	–	0.01%	867
2026 Q1	$174K	Sell	1,479 -4	-0.3%	-$496	0.01%	882
2025 Q4	$191K	Buy	1,483 +67	+5%	+$8.38K	0.01%	856
2025 Q3	$179K	Sell	1,416 -22	-2%	-$2.72K	0.01%	880
2025 Q2	$173K	Hold	1,438	–	–	0.01%	883
2025 Q1	$162K	Buy	1,438 +1,437	+143,700%	+$165K	0.01%	851
2024 Q4	$159	Sell	1 -1,474	-100%	-$164K	0.01%	819
2024 Q3	$153K	Sell	1,475 -463	-24%	-$46.4K	0.01%	868
2024 Q2	$183K	Sell	1,938 -160	-8%	-$15K	0.02%	780
2024 Q1	$211K	Sell	2,098 -540	-20%	-$48.1K	0.02%	750
2023 Q4	$225K	Sell	2,638 -327	-11%	-$25.5K	0.02%	685
2023 Q3	$221K	Buy	+2,965	New	+$229K	0.02%	648

Other funds holding IYF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NBC Securities's IYF Position: Q2 2026 in Review

NBC Securities held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 1,479 shares worth $189K. The position accounts for 0.01% of the portfolio, ranked #867.

NBC Securities first reported a position in IYF in Q3 2023 and has held it in 12 quarters since. The position peaked at $225K in Q4 2023. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

NBC Securities held 1,479 shares of iShares US Financials ETF worth $189K as of Q2 2026.
NBC Securities left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up 0.01% of NBC Securities's portfolio in Q2 2026, its #867 holding.
NBC Securities first reported a position in iShares US Financials ETF in Q3 2023 and has held it in 12 quarters since.
NBC Securities's iShares US Financials ETF position peaked at $225K in Q4 2023.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.