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Pflug Koory’s iShares US Financials ETF IYF Stock Holding History

Pflug Koory’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 		$5.1K Buy
+40
New +$4.97K ﹤0.01% 371
2022
Q1 		– Sell
-62
Closed -$5K – 465
2021
Q4 		$5K Hold
62
– – ﹤0.01% 402
2021
Q3 		$5K Hold
62
– – ﹤0.01% 404
2021
Q2 		$5K Hold
62
– – ﹤0.01% 414
2021
Q1 		$5K Buy
+62
New +$4.41K ﹤0.01% 424

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

Pflug Koory's IYF Position: Q2 2026 in Review

Pflug Koory opened a new position in iShares US Financials ETF (IYF) in Q2 2026: 40 shares worth $5.1K. The stake represents ﹤0.01% of the portfolio and ranks #371 among its holdings. This is a return to the name: Pflug Koory previously reported a position in IYF as recently as Q4 2021.

Pflug Koory first reported a position in IYF in Q1 2021 and has held it in 5 quarters since. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Pflug Koory held 40 shares of iShares US Financials ETF worth $5.1K as of Q2 2026.
  • iShares US Financials ETF was a new Pflug Koory position in Q2 2026.
  • iShares US Financials ETF made up ﹤0.01% of Pflug Koory's portfolio in Q2 2026, its #371 holding.
  • Pflug Koory first reported a position in iShares US Financials ETF in Q1 2021 and has held it in 5 quarters since.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Pflug Koory's 13F filing for Q2 2026, filed 21 Jul 2026.