YHB Investment Advisors’s iShares US Financials ETF IYF Stock Holding History

YHB Investment Advisors’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	$351K	Hold	2,754	–	–	0.02%	253
2026 Q1	$324K	Buy	2,754 +854	+45%	+$106K	0.02%	251
2025 Q4	$245K	Sell	1,900 -50	-3%	-$6.26K	0.02%	276
2025 Q3	$247K	Hold	1,950	–	–	0.02%	276
2025 Q2	$236K	Hold	1,950	–	–	0.02%	283
2025 Q1	$220K	Hold	1,950	–	–	0.02%	278
2024 Q4	$216K	Hold	1,950	–	–	0.02%	268
2024 Q3	$203K	Buy	+1,950	New	+$196K	0.02%	279
2023 Q2	–	Sell	-2,875	Closed	-$205K	–	286
2023 Q1	$205K	Buy	2,875 +25	+0.9%	+$1.92K	0.02%	280
2022 Q4	$215K	Sell	2,850 -160	-5%	-$12K	0.02%	271
2022 Q3	$203K	Hold	3,010	–	–	0.02%	275
2022 Q2	$211K	Hold	3,010	–	–	0.02%	268
2022 Q1	$254K	Buy	3,010 +50	+2%	+$4.31K	0.02%	257
2021 Q4	$257K	Buy	2,960 +50	+2%	+$4.35K	0.02%	285
2021 Q3	$240K	Hold	2,910	–	–	0.02%	282
2021 Q2	$236K	Hold	2,910	–	–	0.02%	277
2021 Q1	$228K	Buy	+2,910	New	+$207K	0.02%	277
2020 Q2	–	Sell	-31,850	Closed	-$332K	–	179
2020 Q1	$332K	Buy	31,850 +28,708	+914%	+$1.82M	0.06%	134
2019 Q4	$216K	Buy	+3,142	New	+$209K	0.03%	179

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

YHB Investment Advisors's IYF Position: Q2 2026 in Review

YHB Investment Advisors held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 2,754 shares worth $351K. The position accounts for 0.02% of the portfolio, ranked #253.

YHB Investment Advisors first reported a position in IYF in Q4 2019 and has held it in 19 quarters since. 462 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

YHB Investment Advisors held 2,754 shares of iShares US Financials ETF worth $351K as of Q2 2026.
YHB Investment Advisors left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up 0.02% of YHB Investment Advisors's portfolio in Q2 2026, its #253 holding.
YHB Investment Advisors first reported a position in iShares US Financials ETF in Q4 2019 and has held it in 19 quarters since.
462 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.