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Perennial Investment Advisors’s iShares US Financials ETF IYF Stock Holding History

Perennial Investment Advisors’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 		$226K Buy
+1,773
New +$220K 0.02% 519
2026
Q1 		– Sell
-1,674
Closed -$216K – 542
2025
Q4 		$216K Sell
1,674
-145
-8% -$18.1K 0.02% 453
2025
Q3 		$230K Hold
1,819
– – 0.02% 427
2025
Q2 		$220K Buy
+1,819
New +$205K 0.02% 430

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

Perennial Investment Advisors's IYF Position: Q2 2026 in Review

Perennial Investment Advisors opened a new position in iShares US Financials ETF (IYF) in Q2 2026: 1,773 shares worth $226K. The stake represents 0.02% of the portfolio and ranks #519 among its holdings. This is a return to the name: Perennial Investment Advisors previously reported a position in IYF as recently as Q4 2025.

Perennial Investment Advisors first reported a position in IYF in Q2 2025 and has held it in 4 quarters since. The position peaked at $230K in Q3 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Perennial Investment Advisors held 1,773 shares of iShares US Financials ETF worth $226K as of Q2 2026.
  • iShares US Financials ETF was a new Perennial Investment Advisors position in Q2 2026.
  • iShares US Financials ETF made up 0.02% of Perennial Investment Advisors's portfolio in Q2 2026, its #519 holding.
  • Perennial Investment Advisors first reported a position in iShares US Financials ETF in Q2 2025 and has held it in 4 quarters since.
  • Perennial Investment Advisors's iShares US Financials ETF position peaked at $230K in Q3 2025.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.