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 Q2	$1.08M	Sell	8,463 -3,028	-26%	-$376K	0.25%	74
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 $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

Prostatis Group's IYF Position: Q2 2026 in Review

Prostatis Group reduced its iShares US Financials ETF (IYF) stake by 26% in Q2 2026, selling an estimated $376K and leaving 8,463 shares worth $1.08M. The position accounts for 0.25% of the portfolio, ranked #74.

Prostatis Group first reported a position in IYF in Q4 2022 and has held it in 9 quarters since. The position peaked at $7.9M in Q4 2024. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Prostatis Group held 8,463 shares of iShares US Financials ETF worth $1.08M as of Q2 2026.
Prostatis Group sold 3,028 iShares US Financials ETF shares in Q2 2026, an estimated $376K.
iShares US Financials ETF made up 0.25% of Prostatis Group's portfolio in Q2 2026, its #74 holding.
Prostatis Group first reported a position in iShares US Financials ETF in Q4 2022 and has held it in 9 quarters since.
Prostatis Group's iShares US Financials ETF position peaked at $7.9M in Q4 2024.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Prostatis Group's 13F filing for Q2 2026, filed 14 Aug 2026.