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

Vision 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 Q3	$248K	Hold	1,974	–	–	0.03%	137
2026 Q2	$252K	Hold	1,974	–	–	0.03%	137
2026 Q1	$232K	Hold	1,974	–	–	0.03%	135
2025 Q4	$255K	Hold	1,974	–	–	0.03%	129
2025 Q3	$250K	Hold	1,974	–	–	0.03%	130
2025 Q2	$239K	Hold	1,974	–	–	0.03%	130
2025 Q1	$223K	Buy	+1,974	New	+$226K	0.03%	132

Other funds holding IYF

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Vision Capital Management's IYF Position: Q3 2026 in Review

Vision Capital Management held its iShares US Financials ETF (IYF) position steady in Q3 2026 at 1,974 shares worth $248K. The position accounts for 0.03% of the portfolio, ranked #137.

Vision Capital Management first reported a position in IYF in Q1 2025 and has held it in 7 quarters since. The position peaked at $255K in Q4 2025. 403 funds tracked by Wall St. Rank hold IYF as of Q3 2026.

Vision Capital Management held 1,974 shares of iShares US Financials ETF worth $248K as of Q3 2026.
Vision Capital Management left its iShares US Financials ETF share count unchanged in Q3 2026.
iShares US Financials ETF made up 0.03% of Vision Capital Management's portfolio in Q3 2026, its #137 holding.
Vision Capital Management first reported a position in iShares US Financials ETF in Q1 2025 and has held it in 7 quarters since.
Vision Capital Management's iShares US Financials ETF position peaked at $255K in Q4 2025.
403 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2026.

Based on Vision Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.