Phoenix Financial’s iShares US Financials ETF IYF Stock Holding History

Phoenix Financial’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	$141M	Hold	1,196,572	–	–	1.33%	20
2025 Q4	$154M	Hold	1,196,572	–	–	1.67%	16
2025 Q3	$152M	Hold	1,196,572	–	–	1.85%	16
2025 Q2	$145M	Hold	1,196,572	–	–	1.91%	16
2025 Q1	$135M	Hold	1,196,572	–	–	2.07%	15
2024 Q4	$132M	Hold	1,196,572	–	–	1.8%	17
2024 Q3	$124M	Hold	1,196,572	–	–	1.84%	15
2024 Q2	$113M	Sell	1,196,572 -57,428	-5%	-$5.38M	1.72%	15
2024 Q1	$120M	Buy	+1,254,000	New	+$112M	1.66%	13

Other funds holding IYF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Phoenix Financial's IYF Position: Q1 2026 in Review

Phoenix Financial held its iShares US Financials ETF (IYF) position steady in Q1 2026 at 1,196,572 shares worth $141M. The position accounts for 1.33% of the portfolio, ranked #20.

Phoenix Financial first reported a position in IYF in Q1 2024 and has held it in 9 quarters since. The position peaked at $154M in Q4 2025. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

Phoenix Financial held 1,196,572 shares of iShares US Financials ETF worth $141M as of Q1 2026.
Phoenix Financial left its iShares US Financials ETF share count unchanged in Q1 2026.
iShares US Financials ETF made up 1.33% of Phoenix Financial's portfolio in Q1 2026, its #20 holding.
Phoenix Financial first reported a position in iShares US Financials ETF in Q1 2024 and has held it in 9 quarters since.
Phoenix Financial's iShares US Financials ETF position peaked at $154M in Q4 2025.
465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.