Y-Intercept (HK)’s iShares US Financials ETF IYF Stock Holding History

Y-Intercept (HK)’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	$500K	Buy	+3,918	New	+$486K	0.01%	1315
2026 Q1	–	Sell	-12,727	Closed	-$1.64M	–	1803
2025 Q4	$1.64M	Buy	12,727 +10,708	+530%	+$1.34M	0.04%	717
2025 Q3	$256K	Sell	2,019 -887	-31%	-$110K	0.01%	1425
2025 Q2	$352K	Buy	+2,906	New	+$327K	0.01%	1317

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

Y-Intercept (HK)'s IYF Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in iShares US Financials ETF (IYF) in Q2 2026: 3,918 shares worth $500K. The stake represents 0.01% of the portfolio and ranks #1315 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in IYF as recently as Q4 2025.

Y-Intercept (HK) first reported a position in IYF in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.64M in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Y-Intercept (HK) held 3,918 shares of iShares US Financials ETF worth $500K as of Q2 2026.
iShares US Financials ETF was a new Y-Intercept (HK) position in Q2 2026.
iShares US Financials ETF made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1315 holding.
Y-Intercept (HK) first reported a position in iShares US Financials ETF in Q2 2025 and has held it in 4 quarters since.
Y-Intercept (HK)'s iShares US Financials ETF position peaked at $1.64M in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.