Princeton Global Asset Management’s iShares US Financials ETF IYF Stock Holding History

Princeton Global Asset Management’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	$27.4K	Hold	215	–	–	﹤0.01%	439
2026 Q1	$25.3K	Hold	215	–	–	﹤0.01%	452
2025 Q4	$27.7K	Hold	215	–	–	﹤0.01%	436
2025 Q3	$27.2K	Hold	215	–	–	﹤0.01%	408
2025 Q2	$26K	Hold	215	–	–	﹤0.01%	398
2025 Q1	$24.3K	Hold	215	–	–	﹤0.01%	376
2024 Q4	$23.8K	Buy	+215	New	+$23.9K	﹤0.01%	401

Other funds holding IYF

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Princeton Global Asset Management's IYF Position: Q2 2026 in Review

Princeton Global Asset Management held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 215 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

Princeton Global Asset Management first reported a position in IYF in Q4 2024 and has held it in 7 quarters since. The position peaked at $27.7K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Princeton Global Asset Management held 215 shares of iShares US Financials ETF worth $27.4K as of Q2 2026.
Princeton Global Asset Management left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up ﹤0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #439 holding.
Princeton Global Asset Management first reported a position in iShares US Financials ETF in Q4 2024 and has held it in 7 quarters since.
Princeton Global Asset Management's iShares US Financials ETF position peaked at $27.7K in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.