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Symphony Financial Services’s iShares US Financials ETF IYF Stock Holding History

Symphony Financial Services’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 		$243K Buy
1,910
+201
+12% +$25K 0.11% 90
2026
Q1 		$201K Hold
1,709
– – 0.1% 96
2025
Q4 		$220K Buy
1,709
+50
+3% +$6.26K 0.11% 93
2025
Q3 		$210K Hold
1,659
– – 0.11% 90
2025
Q2 		$201K Buy
+1,659
New +$187K 0.12% 84

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

Symphony Financial Services's IYF Position: Q2 2026 in Review

Symphony Financial Services increased its iShares US Financials ETF (IYF) stake by 12% in Q2 2026, buying an estimated $25K and bringing the position to 1,910 shares worth $243K. The position accounts for 0.11% of the portfolio, ranked #90.

Symphony Financial Services first reported a position in IYF in Q2 2025 and has held it in 5 quarters since. 461 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Symphony Financial Services held 1,910 shares of iShares US Financials ETF worth $243K as of Q2 2026.
  • Symphony Financial Services bought 201 iShares US Financials ETF shares in Q2 2026, an estimated $25K.
  • iShares US Financials ETF made up 0.11% of Symphony Financial Services's portfolio in Q2 2026, its #90 holding.
  • Symphony Financial Services first reported a position in iShares US Financials ETF in Q2 2025 and has held it in 5 quarters since.
  • 461 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.