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IYF icon

NewEdge Advisors’s iShares US Financials ETF IYF Stock Holding History

NewEdge Advisors’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 		$1.66M Buy
13,038
+1,156
+10% +$144K 0.01% 1324
2026
Q1 		$1.4M Sell
11,882
-32,149
-73% -$3.99M 0.01% 1302
2025
Q4 		$5.68M Sell
44,031
-6,012
-12% -$752K 0.02% 608
2025
Q3 		$6.34M Buy
50,043
+2,474
+5% +$306K 0.03% 539
2025
Q2 		$5.76M Buy
47,569
+4,136
+10% +$466K 0.03% 524
2025
Q1 		$4.9M Buy
43,433
+4,448
+11% +$509K 0.03% 513
2024
Q4 		$4.31M Buy
38,985
+11,512
+42% +$1.28M 0.03% 548
2024
Q3 		$2.85M Buy
27,473
+3,215
+13% +$322K 0.02% 665
2024
Q2 		$2.29M Sell
24,258
-1,209
-5% -$113K 0.02% 696
2024
Q1 		$2.44M Buy
25,467
+18,787
+281% +$1.67M 0.02% 621
2023
Q4 		$571K Sell
6,680
-53
-0.8% -$4.13K 0.01% 1211
2023
Q3 		$503K Sell
6,733
-517
-7% -$39.9K 0.01% 1164
2023
Q2 		$541K Sell
7,250
-378
-5% -$27.3K 0.01% 1149
2023
Q1 		$543K Sell
7,628
-4,178
-35% -$321K 0.01% 1076
2022
Q4 		$299K Buy
11,806
+464
+4% +$34.8K 0.01% 1004
2022
Q3 		$766K Sell
11,342
-678
-6% -$49.9K 0.01% 761
2022
Q2 		$841K Sell
12,020
-3,880
-24% -$296K 0.01% 748
2022
Q1 		$1.34M Sell
15,900
-25,459
-62% -$2.19M 0.02% 546
2021
Q4 		$3.58M Buy
41,359
+35,458
+601% +$3.09M 0.05% 311
2021
Q3 		$487K Buy
5,901
+312
+6% +$25.9K 0.01% 758
2021
Q2 		$453K Buy
5,589
+237
+4% +$19K 0.01% 769
2021
Q1 		$401K Sell
5,352
-700
-12% -$49.8K 0.01% 721
2020
Q4 		$404K Sell
6,052
-1,512
-20% -$93.3K 0.01% 685
2020
Q3 		$429K Sell
7,564
-772
-9% -$44.3K 0.01% 618
2020
Q2 		$459K Buy
+8,336
New +$445K 0.02% 562
2017
Q3 		– Sell
-1,326
Closed -$71.7K – 742
2017
Q2 		$71.7K Buy
+1,326
New +$69.3K 0.01% 476

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

NewEdge Advisors's IYF Position: Q2 2026 in Review

NewEdge Advisors increased its iShares US Financials ETF (IYF) stake by 9.7% in Q2 2026, buying an estimated $144K and bringing the position to 13,038 shares worth $1.66M. The position accounts for 0.01% of the portfolio, ranked #1324.

NewEdge Advisors first reported a position in IYF in Q2 2017 and has held it in 26 quarters since. The position peaked at $6.34M in Q3 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • NewEdge Advisors held 13,038 shares of iShares US Financials ETF worth $1.66M as of Q2 2026.
  • NewEdge Advisors bought 1,156 iShares US Financials ETF shares in Q2 2026, an estimated $144K.
  • iShares US Financials ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1324 holding.
  • NewEdge Advisors first reported a position in iShares US Financials ETF in Q2 2017 and has held it in 26 quarters since.
  • NewEdge Advisors's iShares US Financials ETF position peaked at $6.34M in Q3 2025.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.