Sanctuary Advisors’s iShares US Financials ETF IYF Stock Holding History

Sanctuary Advisors’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	$14.7M	Buy	115,191 +5,138	+5%	+$638K	0.07%	296
2026 Q1	$12.9M	Buy	110,053 +13,557	+14%	+$1.68M	0.07%	302
2025 Q4	$12.4M	Sell	96,496 -1,432	-1%	-$179K	0.07%	290
2025 Q3	$12.4M	Buy	97,928 +1,221	+1%	+$151K	0.07%	283
2025 Q2	$11.7M	Buy	96,707 +24,428	+34%	+$2.75M	0.07%	284
2025 Q1	$8.16M	Buy	72,279 +17,179	+31%	+$1.97M	0.06%	343
2024 Q4	$6.54M	Buy	55,100 +3,799	+7%	+$423K	0.04%	425
2024 Q3	$6.04M	Buy	51,301 +23,698	+86%	+$2.38M	0.04%	448
2024 Q2	$2.54M	Buy	+27,603	New	+$2.58M	0.02%	706

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

Sanctuary Advisors's IYF Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares US Financials ETF (IYF) stake by 4.7% in Q2 2026, buying an estimated $638K and bringing the position to 115,191 shares worth $14.7M. The position accounts for 0.07% of the portfolio, ranked #296.

Sanctuary Advisors first reported a position in IYF in Q2 2024 and has held it in 9 quarters since. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Sanctuary Advisors held 115,191 shares of iShares US Financials ETF worth $14.7M as of Q2 2026.
Sanctuary Advisors bought 5,138 iShares US Financials ETF shares in Q2 2026, an estimated $638K.
iShares US Financials ETF made up 0.07% of Sanctuary Advisors's portfolio in Q2 2026, its #296 holding.
Sanctuary Advisors first reported a position in iShares US Financials ETF in Q2 2024 and has held it in 9 quarters since.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.