Stifel Financial
IYF icon

Stifel Financial’s iShares US Financials ETF IYF Stock Holding History

Stifel Financial’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 		$7.08M Sell
55,477
-27,891
-33% -$3.46M 0.01% 1213
2026
Q1 		$9.81M Sell
83,368
-115,534
-58% -$14.3M 0.01% 974
2025
Q4 		$25.6M Buy
198,902
+86,052
+76% +$10.8M 0.02% 552
2025
Q3 		$14.3M Buy
112,850
+17,369
+18% +$2.15M 0.01% 779
2025
Q2 		$11.6M Buy
95,481
+24,884
+35% +$2.8M 0.01% 816
2025
Q1 		$7.97M Sell
70,597
-26,475
-27% -$3.03M 0.01% 954
2024
Q4 		$10.7M Buy
97,072
+3,552
+4% +$396K 0.01% 822
2024
Q3 		$9.72M Buy
93,520
+2,040
+2% +$205K 0.01% 864
2024
Q2 		$8.65M Buy
91,480
+1,107
+1% +$104K 0.01% 869
2024
Q1 		$8.64M Buy
90,373
+10,145
+13% +$904K 0.01% 872
2023
Q4 		$6.85M Sell
80,228
-418
-0.5% -$32.6K 0.01% 941
2023
Q3 		$6.03M Sell
80,646
-69
-0.1% -$5.32K 0.01% 941
2023
Q2 		$6.02M Sell
80,715
-679
-0.8% -$49K 0.01% 939
2023
Q1 		$5.79M Sell
81,394
-9,883
-11% -$760K 0.01% 934
2022
Q4 		$6.89M Sell
91,277
-17,327
-16% -$1.3M 0.01% 827
2022
Q3 		$7.34M Sell
108,604
-47,199
-30% -$3.48M 0.01% 761
2022
Q2 		$10.9M Buy
155,803
+30,069
+24% +$2.29M 0.02% 625
2022
Q1 		$10.6M Buy
125,734
+9,073
+8% +$781K 0.01% 692
2021
Q4 		$10.1M Buy
116,661
+620
+0.5% +$54K 0.01% 738
2021
Q3 		$9.58M Sell
116,041
-4,834
-4% -$401K 0.01% 736
2021
Q2 		$9.8M Buy
120,875
+22,231
+23% +$1.79M 0.01% 716
2021
Q1 		$7.38M Buy
98,644
+2,015
+2% +$143K 0.01% 787
2020
Q4 		$6.45M Buy
96,629
+1,591
+2% +$98.2K 0.01% 766
2020
Q3 		$5.39M Buy
95,038
+34,022
+56% +$1.95M 0.01% 739
2020
Q2 		$3.36M Sell
61,016
-42,516
-41% -$2.27M 0.01% 906
2020
Q1 		$5.03M Buy
103,532
+11,936
+13% +$755K 0.01% 663
2019
Q4 		$6.31M Sell
91,596
-6,636
-7% -$440K 0.01% 788
2019
Q3 		$6.32M Sell
98,232
-2,362
-2% -$150K 0.02% 734
2019
Q2 		$6.33M Buy
100,594
+5,358
+6% +$330K 0.02% 756
2019
Q1 		$5.61M Sell
95,236
-38,170
-29% -$2.22M 0.02% 768
2018
Q4 		$7.09M Buy
133,406
+27,366
+26% +$1.57M 0.02% 608
2018
Q3 		$6.42M Sell
106,040
-902
-0.8% -$55.3K 0.02% 722
2018
Q2 		$6.28M Buy
106,942
+4,402
+4% +$262K 0.02% 709
2018
Q1 		$6.05M Sell
102,540
-99,840
-49% -$6.06M 0.02% 712
2017
Q4 		$12.1M Sell
202,380
-34
-0% -$1.97K 0.04% 451
2017
Q3 		$11.3M Sell
202,414
-77,594
-28% -$4.23M 0.04% 459
2017
Q2 		$15.1M Buy
280,008
+40,910
+17% +$2.14M 0.06% 339
2017
Q1 		$12.4M Buy
239,098
+166,126
+228% +$8.67M 0.05% 381
2016
Q4 		$3.7M Sell
72,972
-13,984
-16% -$667K 0.02% 770
2016
Q3 		$3.92M Buy
+86,956
New +$3.9M 0.02% 726
2014
Q4 		– Sell
-26,596
Closed -$1.11M – 2389
2014
Q3 		$1.11M Sell
26,596
-520
-2% -$21.8K 0.01% 1060
2014
Q2 		$1.13M Buy
27,116
+76
+0.3% +$3.09K 0.01% 1058
2014
Q1 		$1.1M Buy
+27,040
New +$1.08M 0.01% 1025

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

Stifel Financial's IYF Position: Q2 2026 in Review

Stifel Financial reduced its iShares US Financials ETF (IYF) stake by 33% in Q2 2026, selling an estimated $3.46M and leaving 55,477 shares worth $7.08M. The position accounts for 0.01% of the portfolio, ranked #1213.

Stifel Financial first reported a position in IYF in Q1 2014 and has held it in 43 quarters since. The position peaked at $25.6M in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Stifel Financial held 55,477 shares of iShares US Financials ETF worth $7.08M as of Q2 2026.
  • Stifel Financial sold 27,891 iShares US Financials ETF shares in Q2 2026, an estimated $3.46M.
  • iShares US Financials ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #1213 holding.
  • Stifel Financial first reported a position in iShares US Financials ETF in Q1 2014 and has held it in 43 quarters since.
  • Stifel Financial's iShares US Financials ETF position peaked at $25.6M in Q4 2025.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.