WCM
IYF icon

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

Whitener 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 		$782K Buy
6,136
+211
+4% +$26.2K 0.17% 100
2026
Q1 		$697K Sell
5,925
-270
-4% -$33.5K 0.16% 97
2025
Q4 		$799K Buy
6,195
+357
+6% +$44.7K 0.18% 92
2025
Q3 		$739K Buy
5,838
+325
+6% +$40.2K 0.18% 92
2025
Q2 		$667K Buy
5,513
+568
+11% +$64K 0.18% 91
2025
Q1 		$558K Buy
4,945
+986
+25% +$113K 0.16% 96
2024
Q4 		$438K Buy
3,959
+164
+4% +$18.3K 0.12% 111
2024
Q3 		$394K Sell
3,795
-443
-10% -$44.4K 0.11% 114
2024
Q2 		$401K Buy
4,238
+465
+12% +$43.5K 0.12% 108
2024
Q1 		$361K Buy
3,773
+449
+14% +$40K 0.12% 113
2023
Q4 		$284K Buy
3,324
+486
+17% +$37.9K 0.1% 123
2023
Q3 		$212K Buy
+2,838
New +$219K 0.09% 133
2019
Q4 		– Sell
-100
Closed -$6K – 280
2019
Q3 		$6K Hold
100
– – ﹤0.01% 391
2019
Q2 		$6K Hold
100
– – ﹤0.01% 380
2019
Q1 		$5K Hold
100
– – ﹤0.01% 383
2018
Q4 		$5K Hold
100
– – ﹤0.01% 362
2018
Q3 		$6K Buy
+100
New +$6.13K ﹤0.01% 368
2018
Q2 		– Sell
-100
Closed -$5K – 259
2018
Q1 		$5K Hold
100
– – ﹤0.01% 387
2017
Q4 		$5K Buy
+100
New +$5.8K ﹤0.01% 368

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

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

Whitener Capital Management increased its iShares US Financials ETF (IYF) stake by 3.6% in Q2 2026, buying an estimated $26.2K and bringing the position to 6,136 shares worth $782K. The position accounts for 0.17% of the portfolio, ranked #100.

Whitener Capital Management first reported a position in IYF in Q4 2017 and has held it in 19 quarters since. The position peaked at $799K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Whitener Capital Management held 6,136 shares of iShares US Financials ETF worth $782K as of Q2 2026.
  • Whitener Capital Management bought 211 iShares US Financials ETF shares in Q2 2026, an estimated $26.2K.
  • iShares US Financials ETF made up 0.17% of Whitener Capital Management's portfolio in Q2 2026, its #100 holding.
  • Whitener Capital Management first reported a position in iShares US Financials ETF in Q4 2017 and has held it in 19 quarters since.
  • Whitener Capital Management's iShares US Financials ETF position peaked at $799K in Q4 2025.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

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