Smartleaf Asset Management’s iShares US Financials ETF IYF Stock Holding History

Smartleaf Asset Management’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	$2.79M	Sell	24,245 -1,969	-8%	-$244K	0.1%	179
2025 Q4	$3.4M	Buy	26,214 +26,055	+16,387%	+$3.26M	0.13%	143
2025 Q3	$20.2K	Sell	159 -14,472	-99%	-$1.79M	﹤0.01%	1811
2025 Q2	$1.76M	Buy	14,631 +3,605	+33%	+$406K	0.15%	143
2025 Q1	$1.23M	Buy	11,026 +10,869	+6,923%	+$1.24M	0.12%	188
2024 Q4	$17.4K	Sell	157 -11,019	-99%	-$1.23M	﹤0.01%	1726
2024 Q3	$1.16M	Buy	11,176 +10,999	+6,214%	+$1.1M	0.14%	166
2024 Q2	$16.6K	Sell	177 -12,125	-99%	-$1.14M	﹤0.01%	1124
2024 Q1	$1.17M	Sell	12,302 -4,396	-26%	-$392K	0.23%	107
2023 Q4	$1.43M	Buy	+16,698	New	+$1.3M	0.38%	65

Other funds holding IYF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Smartleaf Asset Management's IYF Position: Q1 2026 in Review

Smartleaf Asset Management reduced its iShares US Financials ETF (IYF) stake by 7.5% in Q1 2026, selling an estimated $244K and leaving 24,245 shares worth $2.79M. The position accounts for 0.1% of the portfolio, ranked #179.

Smartleaf Asset Management first reported a position in IYF in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.4M in Q4 2025. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

Smartleaf Asset Management held 24,245 shares of iShares US Financials ETF worth $2.79M as of Q1 2026.
Smartleaf Asset Management sold 1,969 iShares US Financials ETF shares in Q1 2026, an estimated $244K.
iShares US Financials ETF made up 0.1% of Smartleaf Asset Management's portfolio in Q1 2026, its #179 holding.
Smartleaf Asset Management first reported a position in iShares US Financials ETF in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's iShares US Financials ETF position peaked at $3.4M in Q4 2025.
465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.