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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
Q2 		$3.19M Buy
24,979
+1,950
+8% +$242K 1.01% 28
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 $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

Nvest Financial's IYF Position: Q2 2026 in Review

Nvest Financial increased its iShares US Financials ETF (IYF) stake by 8.5% in Q2 2026, buying an estimated $242K and bringing the position to 24,979 shares worth $3.19M. The position accounts for 1.01% of the portfolio, ranked #28.

Nvest Financial first reported a position in IYF in Q2 2025 and has held it in 5 quarters since. 461 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Nvest Financial held 24,979 shares of iShares US Financials ETF worth $3.19M as of Q2 2026.
  • Nvest Financial bought 1,950 iShares US Financials ETF shares in Q2 2026, an estimated $242K.
  • iShares US Financials ETF made up 1.01% of Nvest Financial's portfolio in Q2 2026, its #28 holding.
  • Nvest Financial first reported a position in iShares US Financials ETF in Q2 2025 and has held it in 5 quarters since.
  • 461 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.