OpenArc Corporate Advisory’s iShares US Financials ETF IYF Stock Holding History

OpenArc Corporate Advisory’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	$2.05M	Sell	16,090 -62,317	-79%	-$7.74M	0.02%	260
2026 Q1	$9.23M	Sell	78,407 -285,046	-78%	-$35.4M	0.13%	111
2025 Q4	$46.9M	Buy	+363,453	New	+$45.5M	0.77%	32

Other funds holding IYF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OpenArc Corporate Advisory's IYF Position: Q2 2026 in Review

OpenArc Corporate Advisory reduced its iShares US Financials ETF (IYF) stake by 79% in Q2 2026, selling an estimated $7.74M and leaving 16,090 shares worth $2.05M. The position accounts for 0.02% of the portfolio, ranked #260.

OpenArc Corporate Advisory first reported a position in IYF in Q4 2025 and has held it in 3 quarters since. The position peaked at $46.9M in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

OpenArc Corporate Advisory held 16,090 shares of iShares US Financials ETF worth $2.05M as of Q2 2026.
OpenArc Corporate Advisory sold 62,317 iShares US Financials ETF shares in Q2 2026, an estimated $7.74M.
iShares US Financials ETF made up 0.02% of OpenArc Corporate Advisory's portfolio in Q2 2026, its #260 holding.
OpenArc Corporate Advisory first reported a position in iShares US Financials ETF in Q4 2025 and has held it in 3 quarters since.
OpenArc Corporate Advisory's iShares US Financials ETF position peaked at $46.9M in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.