SHF
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Safe Harbor Fiduciary’s iShares US Financials ETF IYF Stock Holding History

Safe Harbor Fiduciary’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 		$3.26M Buy
27,682
+12,611
+84% +$1.57M 3.1% 8
2025
Q4 		$1.94M Buy
+15,071
New +$1.89M 1.72% 17
2025
Q2 		$402K Buy
3,323
+3,302
+15,724% +$372K 0.38% 61
2025
Q1 		$2.37K Buy
+21
New +$2.4K ﹤0.01% 182

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Safe Harbor Fiduciary's IYF Position: Q1 2026 in Review

Safe Harbor Fiduciary increased its iShares US Financials ETF (IYF) stake by 84% in Q1 2026, buying an estimated $1.57M and bringing the position to 27,682 shares worth $3.26M. The position accounts for 3.1% of the portfolio, ranked #8.

Safe Harbor Fiduciary first reported a position in IYF in Q1 2025 and has held it in 4 quarters since. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

  • Safe Harbor Fiduciary held 27,682 shares of iShares US Financials ETF worth $3.26M as of Q1 2026.
  • Safe Harbor Fiduciary bought 12,611 iShares US Financials ETF shares in Q1 2026, an estimated $1.57M.
  • iShares US Financials ETF made up 3.1% of Safe Harbor Fiduciary's portfolio in Q1 2026, its #8 holding.
  • Safe Harbor Fiduciary first reported a position in iShares US Financials ETF in Q1 2025 and has held it in 4 quarters since.
  • 465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.