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 Q3	$150M	Hold	1,196,572	–	–	1.01%	26
2026 Q2	$153M	Hold	1,196,572	–	–	1.04%	28
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 $348B AUM 26.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return

Phoenix Financial's IYF Position: Q3 2026 in Review

Phoenix Financial held its iShares US Financials ETF (IYF) position steady in Q3 2026 at 1,196,572 shares worth $150M. The position accounts for 1.01% of the portfolio, ranked #26.

Phoenix Financial first reported a position in IYF in Q1 2024 and has held it in 11 quarters since. The position peaked at $154M in Q4 2025. 278 funds tracked by Wall St. Rank hold IYF as of Q3 2026.

Phoenix Financial held 1,196,572 shares of iShares US Financials ETF worth $150M as of Q3 2026.
Phoenix Financial left its iShares US Financials ETF share count unchanged in Q3 2026.
iShares US Financials ETF made up 1.01% of Phoenix Financial's portfolio in Q3 2026, its #26 holding.
Phoenix Financial first reported a position in iShares US Financials ETF in Q1 2024 and has held it in 11 quarters since.
Phoenix Financial's iShares US Financials ETF position peaked at $154M in Q4 2025.
278 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2026.

Based on Phoenix Financial's 13F filing for Q3 2026, filed 9 Nov 2026.