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Nvest Financial’s iShares US Financials ETF IYF Stock Holding History

Nvest Financial’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 		$2.71M Buy
23,029
+3,433
+18% +$426K 1.01% 27
2025
Q4 		$2.53M Buy
19,596
+6,503
+50% +$814K 1.05% 25
2025
Q3 		$1.66M Sell
13,093
-2,923
-18% -$362K 0.95% 30
2025
Q2 		$1.94M Buy
+16,016
New +$1.8M 1.01% 31

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 $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Nvest Financial's IYF Position: Q1 2026 in Review

Nvest Financial increased its iShares US Financials ETF (IYF) stake by 18% in Q1 2026, buying an estimated $426K and bringing the position to 23,029 shares worth $2.71M. The position accounts for 1.01% of the portfolio, ranked #27.

Nvest Financial first reported a position in IYF in Q2 2025 and has held it in 4 quarters since. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

  • Nvest Financial held 23,029 shares of iShares US Financials ETF worth $2.71M as of Q1 2026.
  • Nvest Financial bought 3,433 iShares US Financials ETF shares in Q1 2026, an estimated $426K.
  • iShares US Financials ETF made up 1.01% of Nvest Financial's portfolio in Q1 2026, its #27 holding.
  • Nvest Financial first reported a position in iShares US Financials ETF in Q2 2025 and has held it in 4 quarters since.
  • 465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.