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IYF icon

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

&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
Q1 		$909K Sell
7,724
-91,949
-92% -$11.4M ﹤0.01% 1356
2025
Q4 		$12.9M Buy
99,673
+94,679
+1,896% +$11.8M 0.07% 262
2025
Q3 		$632K Sell
4,994
-118
-2% -$14.6K ﹤0.01% 1314
2025
Q2 		$619K Buy
5,112
+688
+16% +$77.5K ﹤0.01% 1246
2025
Q1 		$494K Buy
4,424
+1,129
+34% +$129K 0.01% 1136
2024
Q4 		$368K Buy
3,295
+1,031
+46% +$115K ﹤0.01% 1224
2024
Q3 		$235K Buy
+2,264
New +$227K ﹤0.01% 1224

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

&Partners's IYF Position: Q1 2026 in Review

&Partners reduced its iShares US Financials ETF (IYF) stake by 92% in Q1 2026, selling an estimated $11.4M and leaving 7,724 shares worth $909K. The position accounts for ﹤0.01% of the portfolio, ranked #1356.

&Partners first reported a position in IYF in Q3 2024 and has held it in 7 quarters since. The position peaked at $12.9M in Q4 2025. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

  • &Partners held 7,724 shares of iShares US Financials ETF worth $909K as of Q1 2026.
  • &Partners sold 91,949 iShares US Financials ETF shares in Q1 2026, an estimated $11.4M.
  • iShares US Financials ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1356 holding.
  • &Partners first reported a position in iShares US Financials ETF in Q3 2024 and has held it in 7 quarters since.
  • &Partners's iShares US Financials ETF position peaked at $12.9M in Q4 2025.
  • 465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.