Unified Investment Management’s iShares US Financials ETF IYF Stock Holding History

Unified Investment Management’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	$476K	Sell	3,734 -120	-3%	-$14.9K	0.44%	79
2026 Q1	$453K	Hold	3,854	–	–	0.46%	82
2025 Q4	$497K	Sell	3,854 -580	-13%	-$72.6K	0.5%	73
2025 Q3	$562K	Hold	4,434	–	–	0.56%	64
2025 Q2	$536K	Hold	4,434	–	–	0.58%	68
2025 Q1	$500K	Hold	4,434	–	–	0.59%	66
2024 Q4	$490K	Buy	+4,434	New	+$494K	0.56%	67

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

Unified Investment Management's IYF Position: Q2 2026 in Review

Unified Investment Management reduced its iShares US Financials ETF (IYF) stake by 3.1% in Q2 2026, selling an estimated $14.9K and leaving 3,734 shares worth $476K. The position accounts for 0.44% of the portfolio, ranked #79.

Unified Investment Management first reported a position in IYF in Q4 2024 and has held it in 7 quarters since. The position peaked at $562K in Q3 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Unified Investment Management held 3,734 shares of iShares US Financials ETF worth $476K as of Q2 2026.
Unified Investment Management sold 120 iShares US Financials ETF shares in Q2 2026, an estimated $14.9K.
iShares US Financials ETF made up 0.44% of Unified Investment Management's portfolio in Q2 2026, its #79 holding.
Unified Investment Management first reported a position in iShares US Financials ETF in Q4 2024 and has held it in 7 quarters since.
Unified Investment Management's iShares US Financials ETF position peaked at $562K in Q3 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Unified Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.