WhitTier Trust Company’s iShares US Financials ETF IYF Stock Holding History

WhitTier Trust Company’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	$294K	Sell	2,200 -90	-4%	-$11.2K	0.01%	462
2026 Q1	$273K	Hold	2,290	–	–	0.01%	458
2025 Q4	$305K	Sell	2,290 -88	-4%	-$11K	0.01%	429
2025 Q3	$299K	Hold	2,378	–	–	0.01%	421
2025 Q2	$288K	Hold	2,378	–	–	0.01%	469
2025 Q1	$268K	Hold	2,378	–	–	0.01%	480
2024 Q4	$263K	Sell	2,378 -210	-8%	-$23.4K	0.01%	466
2024 Q3	$269K	Sell	2,588 -612	-19%	-$61.4K	0.01%	438
2024 Q2	$303K	Hold	3,200	–	–	0.01%	409
2024 Q1	$306K	Hold	3,200	–	–	0.01%	404
2023 Q4	$273K	Hold	3,200	–	–	0.01%	418
2023 Q3	$239K	Hold	3,200	–	–	0.01%	430
2023 Q2	$239K	Hold	3,200	–	–	0.01%	443
2023 Q1	$228K	Hold	3,200	–	–	0.01%	442
2022 Q4	$242K	Hold	3,200	–	–	0.01%	441
2022 Q3	$216K	Hold	3,200	–	–	0.01%	457
2022 Q2	$224K	Hold	3,200	–	–	0.01%	447
2022 Q1	$270K	Hold	3,200	–	–	0.01%	428
2021 Q4	$277K	Hold	3,200	–	–	0.01%	425
2021 Q3	$264K	Hold	3,200	–	–	0.01%	424
2021 Q2	$259K	Hold	3,200	–	–	0.01%	422
2021 Q1	$240K	Buy	3,200 +300	+10%	+$21.3K	0.01%	423
2020 Q4	$194K	Hold	2,900	–	–	0.01%	433
2020 Q3	$165K	Hold	2,900	–	–	0.01%	444
2020 Q2	$160K	Sell	2,900 -280	-9%	-$14.9K	0.01%	426
2020 Q1	$155K	Hold	3,180	–	–	0.01%	414
2019 Q4	$219K	Hold	3,180	–	–	0.01%	392
2019 Q3	$205K	Hold	3,180	–	–	0.01%	393
2019 Q2	$200K	Hold	3,180	–	–	0.01%	393
2019 Q1	$188K	Sell	3,180 -1,500	-32%	-$87.2K	0.01%	395
2018 Q4	$249K	Sell	4,680 -400	-8%	-$22.9K	0.02%	354
2018 Q3	$309K	Sell	5,080 -452	-8%	-$27.7K	0.02%	332
2018 Q2	$324K	Hold	5,532	–	–	0.03%	323
2018 Q1	$326K	Sell	5,532 -9,664	-64%	-$586K	0.03%	317
2017 Q4	$907K	Buy	15,196 +1,152	+8%	+$66.9K	0.08%	209
2017 Q3	$787K	Hold	14,044	–	–	0.07%	212
2017 Q2	$755K	Hold	14,044	–	–	0.07%	212
2017 Q1	$731K	Hold	14,044	–	–	0.07%	216
2016 Q4	$712K	Buy	14,044 +500	+4%	+$23.9K	0.08%	200
2016 Q3	$609K	Sell	13,544 -1,506	-10%	-$67.5K	0.07%	214
2016 Q2	$647K	Buy	15,050 +1,200	+9%	+$51.9K	0.07%	215
2016 Q1	$586K	Sell	13,850 -50	-0.4%	-$2.03K	0.07%	225
2015 Q4	$614K	Sell	13,900 -750	-5%	-$33.4K	0.07%	219
2015 Q3	$616K	Buy	14,650 +1,650	+13%	+$73.6K	0.08%	221
2015 Q2	$583K	Hold	13,000	–	–	0.06%	237
2015 Q1	$579K	Hold	13,000	–	–	0.06%	235
2014 Q4	$586K	Hold	13,000	–	–	0.07%	235
2014 Q3	$544K	Hold	13,000	–	–	0.06%	242
2014 Q2	$540K	Hold	13,000	–	–	0.06%	243
2014 Q1	$531K	Hold	13,000	–	–	0.06%	233
2013 Q4	$521K	Sell	13,000 -200	-2%	-$7.7K	0.06%	228
2013 Q3	$484K	Hold	13,200	–	–	0.07%	225
2013 Q2	$472K	Buy	+13,200	New	+$466K	0.07%	219

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

WhitTier Trust Company's IYF Position: Q2 2026 in Review

WhitTier Trust Company reduced its iShares US Financials ETF (IYF) stake by 3.9% in Q2 2026, selling an estimated $11.2K and leaving 2,200 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #462.

WhitTier Trust Company first reported a position in IYF in Q2 2013 and has held it in 53 quarters since. The position peaked at $907K in Q4 2017. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

WhitTier Trust Company held 2,200 shares of iShares US Financials ETF worth $294K as of Q2 2026.
WhitTier Trust Company sold 90 iShares US Financials ETF shares in Q2 2026, an estimated $11.2K.
iShares US Financials ETF made up 0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #462 holding.
WhitTier Trust Company first reported a position in iShares US Financials ETF in Q2 2013 and has held it in 53 quarters since.
WhitTier Trust Company's iShares US Financials ETF position peaked at $907K in Q4 2017.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.