Smith, Moore & Co’s iShares US Financials ETF IYF Stock Holding History

Smith, Moore & Co’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	$384K	Buy	3,011 +44	+1%	+$5.46K	0.02%	407
2026 Q1	$349K	Hold	2,967	–	–	0.03%	407
2025 Q4	$383K	Hold	2,967	–	–	0.03%	366
2025 Q3	$376K	Hold	2,967	–	–	0.03%	360
2025 Q2	$359K	Hold	2,967	–	–	0.03%	359
2025 Q1	$335K	Hold	2,967	–	–	0.03%	352
2024 Q4	$328K	Hold	2,967	–	–	0.03%	356
2024 Q3	$308K	Hold	2,967	–	–	0.03%	356
2024 Q2	$281K	Hold	2,967	–	–	0.03%	363
2024 Q1	$284K	Hold	2,967	–	–	0.03%	351
2023 Q4	$253K	Hold	2,967	–	–	0.03%	359
2023 Q3	$222K	Hold	2,967	–	–	0.03%	348
2023 Q2	$221K	Hold	2,967	–	–	0.03%	362
2023 Q1	$211K	Hold	2,967	–	–	0.03%	358
2022 Q4	$224K	Hold	2,967	–	–	0.03%	342
2022 Q3	$200K	Buy	+2,967	New	+$219K	0.03%	350
2022 Q2	–	Sell	-2,767	Closed	-$234K	–	410
2022 Q1	$234K	Hold	2,767	–	–	0.03%	365
2021 Q4	$240K	Hold	2,767	–	–	0.03%	366
2021 Q3	$228K	Hold	2,767	–	–	0.03%	360
2021 Q2	$224K	Buy	+2,767	New	+$222K	0.03%	360

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

Smith, Moore & Co's IYF Position: Q2 2026 in Review

Smith, Moore & Co increased its iShares US Financials ETF (IYF) stake by 1.5% in Q2 2026, buying an estimated $5.46K and bringing the position to 3,011 shares worth $384K. The position accounts for 0.02% of the portfolio, ranked #407.

Smith, Moore & Co first reported a position in IYF in Q2 2021 and has held it in 20 quarters since. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Smith, Moore & Co held 3,011 shares of iShares US Financials ETF worth $384K as of Q2 2026.
Smith, Moore & Co bought 44 iShares US Financials ETF shares in Q2 2026, an estimated $5.46K.
iShares US Financials ETF made up 0.02% of Smith, Moore & Co's portfolio in Q2 2026, its #407 holding.
Smith, Moore & Co first reported a position in iShares US Financials ETF in Q2 2021 and has held it in 20 quarters since.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.