Park Avenue Securities’s iShares US Financials ETF IYF Stock Holding History

Park Avenue Securities’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	$1.23M	Buy	9,653 +1,334	+16%	+$166K	0.01%	856
2026 Q1	$979K	Buy	+8,319	New	+$1.03M	0.01%	820
2025 Q4	–	Sell	-30,858	Closed	-$3.91M	–	1613
2025 Q3	$3.91M	Buy	30,858 +2,909	+10%	+$360K	0.03%	372
2025 Q2	$3.38M	Buy	+27,949	New	+$3.15M	0.03%	357
2025 Q1	–	Sell	-3,048	Closed	-$337K	–	1364
2024 Q4	$337K	Buy	3,048 +813	+36%	+$90.5K	﹤0.01%	1238
2024 Q3	$232K	Hold	2,235	–	–	﹤0.01%	1287
2024 Q2	$211K	Hold	2,235	–	–	﹤0.01%	1303
2024 Q1	$214K	Buy	+2,235	New	+$199K	﹤0.01%	1308
2022 Q1	–	Sell	-6,611	Closed	-$573K	–	1156
2021 Q4	$573K	Buy	+6,611	New	+$576K	0.01%	654

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

Park Avenue Securities's IYF Position: Q2 2026 in Review

Park Avenue Securities increased its iShares US Financials ETF (IYF) stake by 16% in Q2 2026, buying an estimated $166K and bringing the position to 9,653 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #856.

Park Avenue Securities first reported a position in IYF in Q4 2021 and has held it in 9 quarters since. The position peaked at $3.91M in Q3 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Park Avenue Securities held 9,653 shares of iShares US Financials ETF worth $1.23M as of Q2 2026.
Park Avenue Securities bought 1,334 iShares US Financials ETF shares in Q2 2026, an estimated $166K.
iShares US Financials ETF made up 0.01% of Park Avenue Securities's portfolio in Q2 2026, its #856 holding.
Park Avenue Securities first reported a position in iShares US Financials ETF in Q4 2021 and has held it in 9 quarters since.
Park Avenue Securities's iShares US Financials ETF position peaked at $3.91M in Q3 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.