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Stratos Investment Management’s iShares US Financials ETF IYF Stock Holding History

Stratos Investment 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
Q2 		$970K Buy
7,607
+793
+12% +$98.4K 0.04% 188
2026
Q1 		$802K Sell
6,814
-212
-3% -$26.3K 0.03% 202
2025
Q4 		$906K Buy
7,026
+133
+2% +$16.6K 0.04% 180
2025
Q3 		$873K Buy
6,893
+1,080
+19% +$134K 0.04% 185
2025
Q2 		$703K Buy
5,813
+144
+3% +$16.2K 0.03% 214
2025
Q1 		$640K Buy
5,669
+153
+3% +$17.5K 0.03% 192
2024
Q4 		$610K Buy
5,516
+247
+5% +$27.5K 0.04% 161
2024
Q3 		$547K Buy
5,269
+2,118
+67% +$212K 0.04% 149
2024
Q2 		$298K Buy
+3,151
New +$295K 0.02% 182

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

Stratos Investment Management's IYF Position: Q2 2026 in Review

Stratos Investment Management increased its iShares US Financials ETF (IYF) stake by 12% in Q2 2026, buying an estimated $98.4K and bringing the position to 7,607 shares worth $970K. The position accounts for 0.04% of the portfolio, ranked #188.

Stratos Investment Management first reported a position in IYF in Q2 2024 and has held it in 9 quarters since. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Stratos Investment Management held 7,607 shares of iShares US Financials ETF worth $970K as of Q2 2026.
  • Stratos Investment Management bought 793 iShares US Financials ETF shares in Q2 2026, an estimated $98.4K.
  • iShares US Financials ETF made up 0.04% of Stratos Investment Management's portfolio in Q2 2026, its #188 holding.
  • Stratos Investment Management first reported a position in iShares US Financials ETF in Q2 2024 and has held it in 9 quarters since.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.