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IYF icon

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
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return