NFSG
IYF icon

Newbridge Financial Services Group’s iShares US Financials ETF IYF Stock Holding History

Newbridge Financial Services Group’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 		$53.2K Sell
417
-79
-16% -$9.81K 0.01% 475
2026
Q1 		$58.4K Buy
496
+1
+0.2% +$124 0.01% 397
2025
Q4 		$63.8K Sell
495
-121
-20% -$15.1K 0.01% 384
2025
Q3 		$78K Buy
616
+151
+32% +$18.7K 0.01% 429
2025
Q2 		$56.2K Buy
465
+131
+39% +$14.8K 0.01% 484
2025
Q1 		$37.7K Hold
334
– – 0.01% 425
2024
Q4 		$36.9K Buy
+334
New +$37.2K 0.01% 475
2024
Q3 		– Sell
-482
Closed -$45.6K – 883
2024
Q2 		$45.6K Sell
482
-49
-9% -$4.59K 0.02% 394
2024
Q1 		$50.8K Sell
531
-1,455
-73% -$130K 0.02% 393
2023
Q4 		$170K Buy
1,986
+202
+11% +$15.7K 0.08% 212
2023
Q3 		$133K Hold
1,784
– – 0.07% 244
2023
Q2 		$133K Hold
1,784
– – 0.07% 259
2023
Q1 		$127K Buy
1,784
+1
+0.1% +$77 0.07% 276
2022
Q4 		$135K Buy
1,783
+3
+0.2% +$225 0.08% 250
2022
Q3 		$120K Hold
1,780
– – 0.07% 265
2022
Q2 		$125K Hold
1,780
– – 0.08% 234
2022
Q1 		$150K Buy
1,780
+1
+0.1% +$86 0.07% 236
2021
Q4 		$154K Buy
1,779
+1,457
+452% +$127K 0.07% 234
2021
Q3 		$27K Buy
322
+1
+0.3% +$83 0.02% 581
2021
Q2 		$26K Buy
321
+120
+60% +$9.64K 0.02% 694
2021
Q1 		$15K Buy
+201
New +$14.3K 0.01% 766

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

Newbridge Financial Services Group's IYF Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its iShares US Financials ETF (IYF) stake by 16% in Q2 2026, selling an estimated $9.81K and leaving 417 shares worth $53.2K. The position accounts for 0.01% of the portfolio, ranked #475.

Newbridge Financial Services Group first reported a position in IYF in Q1 2021 and has held it in 21 quarters since. The position peaked at $170K in Q4 2023. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Newbridge Financial Services Group held 417 shares of iShares US Financials ETF worth $53.2K as of Q2 2026.
  • Newbridge Financial Services Group sold 79 iShares US Financials ETF shares in Q2 2026, an estimated $9.81K.
  • iShares US Financials ETF made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #475 holding.
  • Newbridge Financial Services Group first reported a position in iShares US Financials ETF in Q1 2021 and has held it in 21 quarters since.
  • Newbridge Financial Services Group's iShares US Financials ETF position peaked at $170K in Q4 2023.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.