SFPG
IYF icon

Stonebridge Financial Planning Group’s iShares US Financials ETF IYF Stock Holding History

Stonebridge Financial Planning Group’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 		$393K Sell
3,084
-315
-9% -$39.1K 0.13% 140
2026
Q1 		$400K Sell
3,399
-316
-9% -$39.2K 0.15% 131
2025
Q4 		$479K Buy
3,715
+125
+3% +$15.6K 0.17% 121
2025
Q3 		$455K Sell
3,590
-200
-5% -$24.7K 0.17% 123
2025
Q2 		$459K Sell
3,790
-525
-12% -$59.2K 0.19% 117
2025
Q1 		$487K Sell
4,315
-173
-4% -$19.8K 0.22% 109
2024
Q4 		$496K Buy
4,488
+46
+1% +$5.12K 0.22% 110
2024
Q3 		$461K Buy
4,442
+2
+0% +$201 0.22% 107
2024
Q2 		$420K Sell
4,440
-66
-1% -$6.18K 0.21% 112
2024
Q1 		$431K Sell
4,506
-345
-7% -$30.7K 0.23% 109
2023
Q4 		$414K Sell
4,851
-2,666
-35% -$208K 0.24% 101
2023
Q3 		$562K Sell
7,517
-3,283
-30% -$253K 0.36% 71
2023
Q2 		$806K Sell
10,800
-2,395
-18% -$173K 0.49% 57
2023
Q1 		$939K Buy
13,195
+2,536
+24% +$195K 0.61% 53
2022
Q4 		$804K Buy
10,659
+2,065
+24% +$155K 0.54% 59
2022
Q3 		$581K Sell
8,594
-14
-0.2% -$1.03K 0.41% 66
2022
Q2 		$602K Sell
8,608
-1,459
-14% -$111K 0.41% 59
2022
Q1 		$851K Buy
10,067
+273
+3% +$23.5K 0.48% 51
2021
Q4 		$837K Buy
9,794
+1,310
+15% +$114K 0.44% 51
2021
Q3 		$766K Buy
8,484
+92
+1% +$7.64K 0.37% 60
2021
Q2 		$693K Buy
8,392
+175
+2% +$14.1K 0.37% 61
2021
Q1 		$637K Sell
8,217
-60
-0.7% -$4.27K 0.37% 55
2020
Q4 		$553K Sell
8,277
-1
-0% -$62 0.35% 55
2020
Q3 		$486K Sell
8,278
-5,382
-39% -$309K 0.35% 58
2020
Q2 		$752K Sell
13,660
-1,664
-11% -$88.8K 0.64% 40
2020
Q1 		$799K Sell
15,324
-1,968
-11% -$125K 0.8% 36
2019
Q4 		$1.19M Buy
+17,292
New +$1.15M 1.08% 27

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

Stonebridge Financial Planning Group's IYF Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its iShares US Financials ETF (IYF) stake by 9.3% in Q2 2026, selling an estimated $39.1K and leaving 3,084 shares worth $393K. The position accounts for 0.13% of the portfolio, ranked #140.

Stonebridge Financial Planning Group first reported a position in IYF in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.19M in Q4 2019. 462 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Stonebridge Financial Planning Group held 3,084 shares of iShares US Financials ETF worth $393K as of Q2 2026.
  • Stonebridge Financial Planning Group sold 315 iShares US Financials ETF shares in Q2 2026, an estimated $39.1K.
  • iShares US Financials ETF made up 0.13% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #140 holding.
  • Stonebridge Financial Planning Group first reported a position in iShares US Financials ETF in Q4 2019 and has held it in 27 quarters since.
  • Stonebridge Financial Planning Group's iShares US Financials ETF position peaked at $1.19M in Q4 2019.
  • 462 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.