SN
IYF icon

Sittner & Nelson’s iShares US Financials ETF IYF Stock Holding History

Sittner & Nelson’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 		– Sell
-81
Closed -$9.53K – 631
2026
Q1 		$9.53K Hold
81
– – ﹤0.01% 438
2025
Q4 		$10.5K Hold
81
– – ﹤0.01% 401
2025
Q3 		$10.3K Hold
81
– – ﹤0.01% 374
2025
Q2 		$9.8K Hold
81
– – ﹤0.01% 384
2025
Q1 		$9.14K Buy
+81
New +$9.28K ﹤0.01% 373

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

Sittner & Nelson's IYF Position: Q2 2026 in Review

Sittner & Nelson sold out of iShares US Financials ETF (IYF) in Q2 2026, closing a stake of 81 shares — an estimated $9.53K sold.

Sittner & Nelson first reported a position in IYF in Q1 2025 and held it in 5 quarters. The position peaked at $10.5K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Sittner & Nelson reported no remaining iShares US Financials ETF position as of Q2 2026 after selling out during the quarter.
  • Sittner & Nelson sold 81 iShares US Financials ETF shares in Q2 2026, an estimated $9.53K.
  • Sittner & Nelson first reported a position in iShares US Financials ETF in Q1 2025 and held it in 5 quarters.
  • Sittner & Nelson's iShares US Financials ETF position peaked at $10.5K in Q4 2025.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.