Pathstone Holdings
IYF icon

Pathstone Holdings’s iShares US Financials ETF IYF Stock Holding History

Pathstone Holdings’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 		$399K Buy
+3,131
New +$389K ﹤0.01% 1979
2025
Q4 		– Sell
-2,180
Closed -$276K – 2309
2025
Q3 		$276K Buy
2,180
+360
+20% +$44.5K ﹤0.01% 2061
2025
Q2 		$220K Hold
1,820
– – ﹤0.01% 2031
2025
Q1 		$205K Sell
1,820
-1,114
-38% -$128K ﹤0.01% 2074
2024
Q4 		$324K Sell
2,934
-89
-3% -$9.91K ﹤0.01% 1923
2024
Q3 		$314K Sell
3,023
-32
-1% -$3.21K ﹤0.01% 1949
2024
Q2 		$289K Buy
3,055
+346
+13% +$32.4K ﹤0.01% 1959
2024
Q1 		$259K Sell
2,709
-594
-18% -$52.9K ﹤0.01% 2022
2023
Q4 		$282K Buy
+3,303
New +$257K ﹤0.01% 1871

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

Pathstone Holdings's IYF Position: Q2 2026 in Review

Pathstone Holdings opened a new position in iShares US Financials ETF (IYF) in Q2 2026: 3,131 shares worth $399K. The stake represents ﹤0.01% of the portfolio and ranks #1979 among its holdings. This is a return to the name: Pathstone Holdings previously reported a position in IYF as recently as Q3 2025.

Pathstone Holdings first reported a position in IYF in Q4 2023 and has held it in 9 quarters since. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Pathstone Holdings held 3,131 shares of iShares US Financials ETF worth $399K as of Q2 2026.
  • iShares US Financials ETF was a new Pathstone Holdings position in Q2 2026.
  • iShares US Financials ETF made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1979 holding.
  • Pathstone Holdings first reported a position in iShares US Financials ETF in Q4 2023 and has held it in 9 quarters since.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.