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

Trilogy 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 		$358K Buy
2,809
+690
+33% +$85.7K 0.01% 310
2026
Q1 		$249K Buy
+2,119
New +$263K 0.01% 351
2018
Q4 		– Sell
-54
Closed -$3K – 357
2018
Q3 		$3K Buy
+54
New +$3.31K ﹤0.01% 456

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

Trilogy Capital's IYF Position: Q2 2026 in Review

Trilogy Capital increased its iShares US Financials ETF (IYF) stake by 33% in Q2 2026, buying an estimated $85.7K and bringing the position to 2,809 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #310.

Trilogy Capital first reported a position in IYF in Q3 2018 and has held it in 3 quarters since. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Trilogy Capital held 2,809 shares of iShares US Financials ETF worth $358K as of Q2 2026.
  • Trilogy Capital bought 690 iShares US Financials ETF shares in Q2 2026, an estimated $85.7K.
  • iShares US Financials ETF made up 0.01% of Trilogy Capital's portfolio in Q2 2026, its #310 holding.
  • Trilogy Capital first reported a position in iShares US Financials ETF in Q3 2018 and has held it in 3 quarters since.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Trilogy Capital's 13F filing for Q2 2026, filed 6 Jul 2026.