Prostatis Group’s iShares US Financials ETF IYF Stock Holding History

Prostatis Group’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	$1.35M	Buy	11,491 +9,137	+388%	+$1.13M	0.35%	64
2025 Q4	$303K	Sell	2,354 -183	-7%	-$22.9K	0.07%	136
2025 Q3	$321K	Sell	2,537 -36,420	-93%	-$4.5M	0.08%	122
2025 Q2	$4.71M	Buy	38,957 +10,512	+37%	+$1.18M	1.35%	20
2025 Q1	$3.21M	Sell	28,445 -43,038	-60%	-$4.93M	1.01%	27
2024 Q4	$7.9M	Buy	+71,483	New	+$7.96M	2.3%	9
2023 Q3	–	Sell	-81,847	Closed	-$81.8K	–	173
2023 Q2	$81.8K	Buy	+81,847	New	+$5.9M	0.04%	147
2023 Q1	–	Sell	-2,652	Closed	-$200K	–	106
2022 Q4	$200K	Buy	+2,652	New	+$199K	0.12%	95

Other funds holding IYF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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 $377B AUM 19.32% 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

Prostatis Group's IYF Position: Q1 2026 in Review

Prostatis Group increased its iShares US Financials ETF (IYF) stake by 388% in Q1 2026, buying an estimated $1.13M and bringing the position to 11,491 shares worth $1.35M. The position accounts for 0.35% of the portfolio, ranked #64.

Prostatis Group first reported a position in IYF in Q4 2022 and has held it in 8 quarters since. The position peaked at $7.9M in Q4 2024. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

Prostatis Group held 11,491 shares of iShares US Financials ETF worth $1.35M as of Q1 2026.
Prostatis Group bought 9,137 iShares US Financials ETF shares in Q1 2026, an estimated $1.13M.
iShares US Financials ETF made up 0.35% of Prostatis Group's portfolio in Q1 2026, its #64 holding.
Prostatis Group first reported a position in iShares US Financials ETF in Q4 2022 and has held it in 8 quarters since.
Prostatis Group's iShares US Financials ETF position peaked at $7.9M in Q4 2024.
465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Prostatis Group's 13F filing for Q1 2026, filed 12 May 2026.