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NorthRock Partners’s iShares US Financials ETF IYF Stock Holding History

NorthRock Partners’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 		$458K Buy
3,588
+1
+0% +$124 0.01% 458
2026
Q1 		$422K Sell
3,587
-150
-4% -$18.6K 0.01% 442
2025
Q4 		$482K Sell
3,737
-1
-0% -$125 0.01% 376
2025
Q3 		$473K Buy
3,738
+37
+1% +$4.58K 0.01% 549
2025
Q2 		$448K Hold
3,701
– – 0.01% 428
2025
Q1 		$418K Buy
3,701
+150
+4% +$17.2K 0.01% 392
2024
Q4 		$393K Hold
3,551
– – 0.01% 409
2024
Q3 		$369K Hold
3,551
– – 0.01% 437
2024
Q2 		$336K Hold
3,551
– – 0.01% 441
2024
Q1 		$340K Hold
3,551
– – 0.01% 452
2023
Q4 		$303K Sell
3,551
-19
-0.5% -$1.48K 0.01% 456
2023
Q3 		$267K Buy
3,570
+19
+0.5% +$1.47K 0.03% 262
2023
Q2 		$265K Hold
3,551
– – 0.03% 234
2023
Q1 		$253K Hold
3,551
– – 0.03% 264
2022
Q4 		$268K Sell
3,551
-569
-14% -$42.6K 0.03% 267
2022
Q3 		$278K Buy
4,120
+19
+0.5% +$1.4K 0.03% 220
2022
Q2 		$287K Buy
4,101
+153
+4% +$11.7K 0.03% 227
2022
Q1 		$334K Buy
3,948
+550
+16% +$47.4K 0.03% 228
2021
Q4 		$295K Hold
3,398
– – 0.02% 246
2021
Q3 		$281K Hold
3,398
– – 0.02% 222
2021
Q2 		$275K Hold
3,398
– – 0.02% 203
2021
Q1 		$254K Hold
3,398
– – 0.02% 193
2020
Q4 		$227K Buy
+3,398
New +$210K 0.02% 198
2020
Q1 		– Sell
-7,112
Closed -$490K – 246
2019
Q4 		$490K Buy
7,112
+2,918
+70% +$194K 0.05% 156
2019
Q3 		$270K Buy
+4,194
New +$266K 0.04% 180

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

NorthRock Partners's IYF Position: Q2 2026 in Review

NorthRock Partners increased its iShares US Financials ETF (IYF) stake by 0.03% in Q2 2026, buying an estimated $124 and bringing the position to 3,588 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #458.

NorthRock Partners first reported a position in IYF in Q3 2019 and has held it in 25 quarters since. The position peaked at $490K in Q4 2019. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • NorthRock Partners held 3,588 shares of iShares US Financials ETF worth $458K as of Q2 2026.
  • NorthRock Partners bought 1 iShares US Financials ETF share in Q2 2026, an estimated $124.
  • iShares US Financials ETF made up 0.01% of NorthRock Partners's portfolio in Q2 2026, its #458 holding.
  • NorthRock Partners first reported a position in iShares US Financials ETF in Q3 2019 and has held it in 25 quarters since.
  • NorthRock Partners's iShares US Financials ETF position peaked at $490K in Q4 2019.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.