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 Q2	$431K	Buy	3,381 +247	+8%	+$30.7K	0.01%	1252
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 $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

Summit Trail Advisors's IYF Position: Q2 2026 in Review

Summit Trail Advisors increased its iShares US Financials ETF (IYF) stake by 7.9% in Q2 2026, buying an estimated $30.7K and bringing the position to 3,381 shares worth $431K. The position accounts for 0.01% of the portfolio, ranked #1252.

Summit Trail Advisors first reported a position in IYF in Q1 2023 and has held it in 12 quarters since. 461 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Summit Trail Advisors held 3,381 shares of iShares US Financials ETF worth $431K as of Q2 2026.
Summit Trail Advisors bought 247 iShares US Financials ETF shares in Q2 2026, an estimated $30.7K.
iShares US Financials ETF made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1252 holding.
Summit Trail Advisors first reported a position in iShares US Financials ETF in Q1 2023 and has held it in 12 quarters since.
461 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.