Summit Trail Advisors’s iShares US Financials ETF IYF Stock Holding History

Summit Trail Advisors’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	$369K	Hold	3,134	–	–	0.01%	1254
2025 Q4	$404K	Hold	3,134	–	–	0.01%	1141
2025 Q3	$397K	Hold	3,134	–	–	0.01%	1143
2025 Q2	$379K	Buy	+3,134	New	+$353K	0.01%	830
2024 Q4	–	Sell	-3,618	Closed	-$376K	–	583
2024 Q3	$376K	Hold	3,618	–	–	0.01%	482
2024 Q2	$342K	Buy	3,618 +484	+15%	+$45.3K	0.01%	448
2024 Q1	$300K	Hold	3,134	–	–	0.01%	460
2023 Q4	$268K	Sell	3,134 -150	-5%	-$11.7K	0.01%	426
2023 Q3	$247K	Hold	3,284	–	–	0.01%	438
2023 Q2	$245K	Buy	3,284 +150	+5%	+$10.8K	0.01%	422
2023 Q1	$223K	Buy	+3,134	New	+$241K	0.01%	375

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

Summit Trail Advisors's IYF Position: Q1 2026 in Review

Summit Trail Advisors held its iShares US Financials ETF (IYF) position steady in Q1 2026 at 3,134 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #1254.

Summit Trail Advisors first reported a position in IYF in Q1 2023 and has held it in 11 quarters since. The position peaked at $404K in Q4 2025. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

Summit Trail Advisors held 3,134 shares of iShares US Financials ETF worth $369K as of Q1 2026.
Summit Trail Advisors left its iShares US Financials ETF share count unchanged in Q1 2026.
iShares US Financials ETF made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1254 holding.
Summit Trail Advisors first reported a position in iShares US Financials ETF in Q1 2023 and has held it in 11 quarters since.
Summit Trail Advisors's iShares US Financials ETF position peaked at $404K in Q4 2025.
465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.