Savant Capital’s iShares US Financials ETF IYF Stock Holding History

Savant Capital’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	$459K	Buy	3,598 +166	+5%	+$20.6K	﹤0.01%	1272
2026 Q1	$404K	Buy	3,432 +564	+20%	+$70K	﹤0.01%	1021
2025 Q4	$370K	Sell	2,868 -224	-7%	-$28K	﹤0.01%	955
2025 Q3	$392K	Sell	3,092 -688	-18%	-$85.1K	﹤0.01%	896
2025 Q2	$457K	Sell	3,780 -674	-15%	-$76K	﹤0.01%	774
2025 Q1	$503K	Sell	4,454 -175	-4%	-$20K	﹤0.01%	670
2024 Q4	$512K	Sell	4,629 -93	-2%	-$10.4K	﹤0.01%	876
2024 Q3	$491K	Sell	4,722 -474	-9%	-$47.5K	﹤0.01%	875
2024 Q2	$491K	Sell	5,196 -7	-0.1%	-$655	﹤0.01%	799
2024 Q1	$498K	Buy	5,203 +14	+0.3%	+$1.25K	0.01%	728
2023 Q4	$443K	Sell	5,189 -2	-0%	-$156	0.01%	595
2023 Q3	$388K	Sell	5,191 -43	-0.8%	-$3.31K	0.01%	586
2023 Q2	$391K	Sell	5,234 -42	-0.8%	-$3.03K	0.01%	575
2023 Q1	$375K	Buy	+5,276	New	+$406K	0.01%	537

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

Savant Capital's IYF Position: Q2 2026 in Review

Savant Capital increased its iShares US Financials ETF (IYF) stake by 4.8% in Q2 2026, buying an estimated $20.6K and bringing the position to 3,598 shares worth $459K. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

Savant Capital first reported a position in IYF in Q1 2023 and has held it in 14 quarters since. The position peaked at $512K in Q4 2024. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Savant Capital held 3,598 shares of iShares US Financials ETF worth $459K as of Q2 2026.
Savant Capital bought 166 iShares US Financials ETF shares in Q2 2026, an estimated $20.6K.
iShares US Financials ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1272 holding.
Savant Capital first reported a position in iShares US Financials ETF in Q1 2023 and has held it in 14 quarters since.
Savant Capital's iShares US Financials ETF position peaked at $512K in Q4 2024.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.