XF
IYF icon

XML Financial’s iShares US Financials ETF IYF Stock Holding History

XML Financial’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 		$14.5M Buy
113,768
+42
+0% +$5.21K 1.06% 20
2026
Q1 		$13.4M Buy
113,726
+1,054
+0.9% +$131K 1.08% 19
2025
Q4 		$14.5M Buy
112,672
+820
+0.7% +$103K 1.19% 18
2025
Q3 		$14.2M Buy
111,852
+428
+0.4% +$52.9K 1.15% 18
2025
Q2 		$13.5M Sell
111,424
-301
-0.3% -$33.9K 1.17% 18
2025
Q1 		$12.6M Sell
111,725
-1,142
-1% -$131K 1.18% 18
2024
Q4 		$12.5M Buy
112,867
+1,262
+1% +$141K 1.14% 18
2024
Q3 		$11.6M Buy
111,605
+4,314
+4% +$433K 1.08% 21
2024
Q2 		$10.1M Buy
107,291
+3,379
+3% +$316K 1.02% 23
2024
Q1 		$9.94M Buy
103,912
+1,433
+1% +$128K 1.02% 24
2023
Q4 		$8.75M Buy
102,479
+3,627
+4% +$283K 0.92% 26
2023
Q3 		$7.39M Sell
98,852
-1,377
-1% -$106K 0.89% 30
2023
Q2 		$7.48M Buy
100,229
+2,270
+2% +$164K 0.87% 33
2023
Q1 		$6.97M Buy
97,959
+5,749
+6% +$442K 0.85% 37
2022
Q4 		$6.96M Sell
92,210
-4,012
-4% -$301K 0.87% 37
2022
Q3 		$6.5M Buy
96,222
+4,383
+5% +$323K 0.9% 38
2022
Q2 		$6.43M Buy
91,839
+8,233
+10% +$628K 1.45% 23
2022
Q1 		$7.07M Buy
83,606
+25,803
+45% +$2.22M 0.84% 37
2021
Q4 		$5.01M Buy
57,803
+7,425
+15% +$647K 0.6% 52
2021
Q3 		$4.16M Buy
50,378
+3,675
+8% +$305K 0.56% 56
2021
Q2 		$3.79M Buy
46,703
+4,940
+12% +$397K 0.83% 34
2021
Q1 		$3.13M Buy
41,763
+2,867
+7% +$204K 0.76% 36
2020
Q4 		$2.6M Buy
38,896
+3,984
+11% +$246K 0.67% 40
2020
Q3 		$1.98M Hold
34,912
– – 0.62% 40
2020
Q2 		$1.92M Buy
34,912
+1,470
+4% +$78.4K 0.67% 36
2020
Q1 		$1.63M Sell
33,442
-2,476
-7% -$157K 0.7% 39
2019
Q4 		$2.47M Buy
+35,918
New +$2.38M 0.9% 29

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

XML Financial's IYF Position: Q2 2026 in Review

XML Financial increased its iShares US Financials ETF (IYF) stake by 0.04% in Q2 2026, buying an estimated $5.21K and bringing the position to 113,768 shares worth $14.5M. The position accounts for 1.06% of the portfolio, ranked #20.

XML Financial first reported a position in IYF in Q4 2019 and has held it in 27 quarters since. The position peaked at $14.5M in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • XML Financial held 113,768 shares of iShares US Financials ETF worth $14.5M as of Q2 2026.
  • XML Financial bought 42 iShares US Financials ETF shares in Q2 2026, an estimated $5.21K.
  • iShares US Financials ETF made up 1.06% of XML Financial's portfolio in Q2 2026, its #20 holding.
  • XML Financial first reported a position in iShares US Financials ETF in Q4 2019 and has held it in 27 quarters since.
  • XML Financial's iShares US Financials ETF position peaked at $14.5M in Q4 2025.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.