Prudent Investors Network’s iShares US Financials ETF IYF Stock Holding History

Prudent Investors Network’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	$213K	Buy	+1,673	New	+$208K	0.04%	84
2026 Q1	–	Sell	-2,408	Closed	-$310K	–	76
2025 Q4	$310K	Hold	2,408	–	–	0.07%	54
2025 Q3	$305K	Sell	2,408 -44	-2%	-$5.44K	0.07%	50
2025 Q2	$297K	Hold	2,452	–	–	0.08%	43
2025 Q1	$277K	Hold	2,452	–	–	0.08%	44
2024 Q4	$271K	Sell	2,452 -735	-23%	-$81.8K	0.08%	44
2024 Q3	$331K	Sell	3,187 -203	-6%	-$20.4K	0.1%	37
2024 Q2	$321K	Sell	3,390 -73	-2%	-$6.84K	0.12%	34
2024 Q1	$331K	Buy	+3,463	New	+$308K	0.12%	32
2023 Q3	$217K	Buy	2,908 +172	+6%	+$13.3K	0.1%	35
2023 Q2	$204K	Buy	+2,736	New	+$197K	0.1%	34
2023 Q1	–	Sell	-5,644	Closed	-$426K	–	36
2022 Q4	$426K	Buy	5,644 +1,364	+32%	+$102K	0.2%	25
2022 Q3	$289K	Hold	4,280	–	–	0.15%	27
2022 Q2	$300K	Hold	4,280	–	–	0.16%	26
2022 Q1	$362K	Buy	4,280 +269	+7%	+$23.2K	0.17%	28
2021 Q4	$348K	Hold	4,011	–	–	0.16%	25
2021 Q3	$331K	Hold	4,011	–	–	0.17%	29
2021 Q2	$325K	Sell	4,011 -109	-3%	-$8.76K	0.16%	26
2021 Q1	$308K	Buy	4,120 +330	+9%	+$23.5K	0.17%	22
2020 Q4	$253K	Hold	3,790	–	–	0.15%	22
2020 Q3	$215K	Sell	3,790 -3,692	-49%	-$212K	0.14%	23
2020 Q2	$412K	Hold	7,482	–	–	0.28%	17
2020 Q1	$363K	Hold	7,482	–	–	0.28%	18
2019 Q4	$515K	Buy	+7,482	New	+$497K	0.46%	14

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

Prudent Investors Network's IYF Position: Q2 2026 in Review

Prudent Investors Network opened a new position in iShares US Financials ETF (IYF) in Q2 2026: 1,673 shares worth $213K. The stake represents 0.04% of the portfolio and ranks #84 among its holdings. This is a return to the name: Prudent Investors Network previously reported a position in IYF as recently as Q4 2025.

Prudent Investors Network first reported a position in IYF in Q4 2019 and has held it in 24 quarters since. The position peaked at $515K in Q4 2019. 456 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Prudent Investors Network held 1,673 shares of iShares US Financials ETF worth $213K as of Q2 2026.
iShares US Financials ETF was a new Prudent Investors Network position in Q2 2026.
iShares US Financials ETF made up 0.04% of Prudent Investors Network's portfolio in Q2 2026, its #84 holding.
Prudent Investors Network first reported a position in iShares US Financials ETF in Q4 2019 and has held it in 24 quarters since.
Prudent Investors Network's iShares US Financials ETF position peaked at $515K in Q4 2019.
456 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Prudent Investors Network's 13F filing for Q2 2026, filed 13 Aug 2026.