VCM
IYF icon

Virtue Capital Management’s iShares US Financials ETF IYF Stock Holding History

Virtue Capital 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 		– Sell
-15,041
Closed -$1.73M – 366
2026
Q1 		$1.73M Sell
15,041
-474
-3% -$58.8K 0.26% 71
2025
Q4 		$2.01M Buy
+15,515
New +$1.94M 0.31% 53
2025
Q3 		– Sell
-8,952
Closed -$1.08M – 307
2025
Q2 		$1.08M Buy
8,952
+2,363
+36% +$266K 0.2% 82
2025
Q1 		$743K Buy
+6,589
New +$755K 0.09% 192
2024
Q4 		– Sell
-9,731
Closed -$1.01M – 279
2024
Q3 		$1.01M Sell
9,731
-172
-2% -$17.3K 0.2% 76
2024
Q2 		$993K Buy
+9,903
New +$927K 0.17% 102
2024
Q1 		– Sell
-17,102
Closed -$1.46M – 404
2023
Q4 		$1.46M Sell
17,102
-4,636
-21% -$361K 0.3% 64
2023
Q3 		$1.62M Hold
21,738
– – 0.28% 66
2023
Q2 		$1.62M Buy
+21,738
New +$1.57M 0.28% 66
2023
Q1 		– Sell
-39,941
Closed -$3.01M – 412
2022
Q4 		$3.01M Buy
+39,941
New +$2.99M 0.46% 36
2022
Q2 		– Sell
-11,327
Closed -$957K – 346
2022
Q1 		$957K Sell
11,327
-5,585
-33% -$481K 0.15% 170
2021
Q4 		$1.47M Buy
16,912
+4,111
+32% +$358K 0.22% 120
2021
Q3 		$1.06M Sell
12,801
-6,439
-33% -$535K 0.19% 145
2021
Q2 		$1.56M Buy
19,240
+7,672
+66% +$617K 0.31% 79
2021
Q1 		$866K Buy
+11,568
New +$822K 0.2% 145

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

Virtue Capital Management's IYF Position: Q2 2026 in Review

Virtue Capital Management sold out of iShares US Financials ETF (IYF) in Q2 2026, closing a stake of 15,041 shares — an estimated $1.73M sold.

Virtue Capital Management first reported a position in IYF in Q1 2021 and held it in 15 quarters. The position peaked at $3.01M in Q4 2022. 463 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Virtue Capital Management reported no remaining iShares US Financials ETF position as of Q2 2026 after selling out during the quarter.
  • Virtue Capital Management sold 15,041 iShares US Financials ETF shares in Q2 2026, an estimated $1.73M.
  • Virtue Capital Management first reported a position in iShares US Financials ETF in Q1 2021 and held it in 15 quarters.
  • Virtue Capital Management's iShares US Financials ETF position peaked at $3.01M in Q4 2022.
  • 463 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Virtue Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.