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 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 $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

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

Vision Capital Management held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 1,974 shares worth $252K. 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 6 quarters since. The position peaked at $255K in Q4 2025. 462 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Vision Capital Management held 1,974 shares of iShares US Financials ETF worth $252K as of Q2 2026.
Vision Capital Management left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up 0.03% of Vision Capital Management's portfolio in Q2 2026, its #137 holding.
Vision Capital Management first reported a position in iShares US Financials ETF in Q1 2025 and has held it in 6 quarters since.
Vision Capital Management's iShares US Financials ETF position peaked at $255K in Q4 2025.
462 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Vision Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.