Syon Capital’s iShares US Financials ETF IYF Stock Holding History

Syon Capital’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	$2.97M	Sell	23,258 -9,362	-29%	-$1.16M	0.13%	121
2026 Q1	$3.84M	Buy	32,620 +852	+3%	+$106K	0.19%	75
2025 Q4	$4.1M	Buy	31,768 +543	+2%	+$67.9K	0.2%	73
2025 Q3	$3.95M	Buy	31,225 +5,194	+20%	+$642K	0.21%	67
2025 Q2	$3.15M	Sell	26,031 -120	-0.5%	-$13.5K	0.21%	71
2025 Q1	$2.95M	Buy	26,151 +3,685	+16%	+$422K	0.24%	70
2024 Q4	$2.48M	Buy	+22,466	New	+$2.5M	0.22%	71

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

Syon Capital's IYF Position: Q2 2026 in Review

Syon Capital reduced its iShares US Financials ETF (IYF) stake by 29% in Q2 2026, selling an estimated $1.16M and leaving 23,258 shares worth $2.97M. The position accounts for 0.13% of the portfolio, ranked #121.

Syon Capital first reported a position in IYF in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.1M in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Syon Capital held 23,258 shares of iShares US Financials ETF worth $2.97M as of Q2 2026.
Syon Capital sold 9,362 iShares US Financials ETF shares in Q2 2026, an estimated $1.16M.
iShares US Financials ETF made up 0.13% of Syon Capital's portfolio in Q2 2026, its #121 holding.
Syon Capital first reported a position in iShares US Financials ETF in Q4 2024 and has held it in 7 quarters since.
Syon Capital's iShares US Financials ETF position peaked at $4.1M in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.