Simplex Trading
IYF icon

Simplex Trading’s iShares US Financials ETF IYF Stock Holding History

Simplex Trading’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 		$6.25K Buy
+49
New +$6.08K ﹤0.01% 8029
2024
Q3 		– Sell
-63
Closed -$5K – 9009
2024
Q2 		$5K Sell
63
-110
-64% -$10.3K ﹤0.01% 7875
2024
Q1 		$16K Buy
+173
New +$15.4K ﹤0.01% 7268
2023
Q3 		– Sell
-285
Closed -$21K – 9213
2023
Q2 		$21K Buy
+285
New +$20.5K ﹤0.01% 6720
2022
Q4 		– Sell
-516
Closed -$34K – 9773
2022
Q3 		$34K Sell
516
-222
-30% -$16.4K ﹤0.01% 6926
2022
Q2 		$51K Hold
738
– – ﹤0.01% 6471
2022
Q1 		$62K Sell
738
-3,472
-82% -$299K ﹤0.01% 6832
2021
Q4 		$364K Buy
+4,210
New +$367K ﹤0.01% 4268
2019
Q4 		– Sell
-10,386
Closed -$668K – 7610
2019
Q3 		$668K Buy
+10,386
New +$660K ﹤0.01% 2320
2019
Q2 		– Sell
-1,094
Closed -$64K – 7434
2019
Q1 		$64K Buy
+1,094
New +$63.6K ﹤0.01% 4800
2017
Q4 		– Sell
-60
Closed -$3K – 6307
2017
Q3 		$3K Sell
60
-11,284
-99% -$615K ﹤0.01% 4793
2017
Q2 		$609K Buy
+11,344
New +$593K 0.03% 550
2016
Q3 		– Sell
-2,710
Closed -$116K – 6117
2016
Q2 		$116K Buy
2,710
+2,500
+1,190% +$108K 0.01% 1373
2016
Q1 		$8K Sell
210
-2,724
-93% -$110K ﹤0.01% 3675
2015
Q4 		$129K Sell
2,934
-4,328
-60% -$193K 0.01% 1160
2015
Q3 		$305K Buy
7,262
+5,968
+461% +$266K 0.02% 684
2015
Q2 		$58K Buy
+1,294
New +$58.6K ﹤0.01% 1590

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Simplex Trading's IYF Position: Q2 2026 in Review

Simplex Trading opened a new position in iShares US Financials ETF (IYF) in Q2 2026: 49 shares worth $6.25K. The stake represents ﹤0.01% of the portfolio and ranks #8029 among its holdings. This is a return to the name: Simplex Trading previously reported a position in IYF as recently as Q2 2024.

Simplex Trading first reported a position in IYF in Q2 2015 and has held it in 17 quarters since. The position peaked at $668K in Q3 2019. 461 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Simplex Trading held 49 shares of iShares US Financials ETF worth $6.25K as of Q2 2026.
  • iShares US Financials ETF was a new Simplex Trading position in Q2 2026.
  • iShares US Financials ETF made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #8029 holding.
  • Simplex Trading first reported a position in iShares US Financials ETF in Q2 2015 and has held it in 17 quarters since.
  • Simplex Trading's iShares US Financials ETF position peaked at $668K in Q3 2019.
  • 461 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.