Each N-PORT filing of IYF compared with the one before: positions added and dropped, the largest weight changes, turnover. Computed by Mulden from the filings; dated by filing period and SEC receipt.https://themulden.com/enhttps://themulden.com/funds/iyf/https://themulden.com/funds/iyf/143 positions became 145: 4 added (0.05% of the fund), 2 dropped (0.18%). Turnover proxy 3.5%. Largest increases: CITIGROUP INC. 3.19% to 3.59%; BANK OF AMERICA CORPORATION 4.43% to 4.68%; MORGAN STANLEY 3.27% to 3.5%; FIFTH THIRD BANCORP 0.52% to 0.74%; The Bank of New York Mellon Corporation 1.3% to 1.5%; Chubb Limited 1.76% to 1.93%. Largest decreases: BERKSHIRE HATHAWAY INC. 11.38% to 10.9%; S&P GLOBAL INC. 2.48% to 2.12%; THE CHARLES SCHWAB CORPORATION 2.75% to 2.48%; ROBINHOOD MARKETS, INC. 1.14% to 0.89%; Nu Holdings Ltd. 0.92% to 0.78%; ARTHUR J. GALLAGHER & CO. 0.98% to 0.85%. New: COREBRIDGE FINANCIAL, INC. (0.03%), XAF FINANCIAL JUN26 (0.01%), CENTRAL BANCOMPANY, INC. (0.01%), S P MID 400 EMINI JUN26 (0%). Gone: COMERICA INCORPORATED (0.18%), S P MID 400 EMINI MAR26 (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 25 Jun 2026 12:00:00 GMThttps://themulden.com/funds/iyf/https://themulden.com/funds/iyf/142 positions became 143: 3 added (0.24% of the fund), 2 dropped (0.21%). Turnover proxy 3.8%. Largest increases: THE GOLDMAN SACHS GROUP, INC. 3.79% to 4.09%; MORGAN STANLEY 3.02% to 3.27%; CITIGROUP INC. 2.96% to 3.19%; THE PNC FINANCIAL SERVICES GROUP, INC. 1.15% to 1.37%; INTERCONTINENTAL EXCHANGE, INC. 1.34% to 1.54%; U.S. BANCORP 1.17% to 1.36%. Largest decreases: JPMORGAN CHASE & CO. 11.38% to 10.73%; ROBINHOOD MARKETS, INC. 1.74% to 1.14%; COINBASE GLOBAL, INC. 1.16% to 0.67%; BANK OF AMERICA CORPORATION 4.87% to 4.43%; WELLS FARGO & COMPANY 4.31% to 4.03%; BERKSHIRE HATHAWAY INC. 11.53% to 11.38%. New: PINNACLE FINANCIAL PARTNERS, INC. (0.22%), Bullish (0.02%), S P MID 400 EMINI MAR26 (0%). Gone: PINNACLE FINANCIAL PARTNERS, INC. (0.11%), SYNOVUS FINANCIAL CORP. (0.1%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 25 Mar 2026 12:00:00 GMThttps://themulden.com/funds/iyf/https://themulden.com/funds/iyf/145 positions became 142: 2 added (0.24% of the fund), 5 dropped (0.43%). Turnover proxy 4.6%. Largest increases: JPMORGAN CHASE & CO. 10.63% to 11.38%; ROBINHOOD MARKETS, INC. 1.23% to 1.74%; BERKSHIRE HATHAWAY INC. 11.08% to 11.53%; BANK OF AMERICA CORPORATION 4.45% to 4.87%; MORGAN STANLEY 2.64% to 3.02%; WELLS FARGO & COMPANY 4.04% to 4.31%. Largest decreases: INTERCONTINENTAL EXCHANGE, INC. 1.7% to 1.34%; THE PROGRESSIVE CORPORATION 2.29% to 1.93%; S&P GLOBAL INC. 2.73% to 2.39%; BLACKSTONE INC. 2.04% to 1.72%; KKR & CO. INC. 1.61% to 1.28%; MARSH & MCLENNAN COMPANIES, INC. 1.59% to 1.41%. New: SOUTHSTATE BANK CORPORATION (0.14%), Circle Internet Group Inc (0.1%). Gone: MR. COOPER GROUP INC. (0.16%), SOUTHSTATE CORPORATION (0.15%), LIBERTY BROADBAND CORPORATION (0.1%), LIBERTY BROADBAND CORPORATION (0.02%), XAF FINANCIAL SEP25 (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 23 Dec 2025 12:00:00 GMThttps://themulden.com/funds/iyf/https://themulden.com/funds/iyf/140 positions became 145: 8 added (0.96% of the fund), 3 dropped (0.83%). Turnover proxy 7.4%. Largest increases: JPMORGAN CHASE & CO. 9.28% to 10.63%; ROBINHOOD MARKETS, INC. 0.59% to 1.23%; THE GOLDMAN SACHS GROUP, INC. 2.96% to 3.55%; COINBASE GLOBAL, INC. 0.74% to 1.26%; CITIGROUP INC. 2.32% to 2.8%; BLACKSTONE INC. 1.7% to 2.04%. Largest decreases: BERKSHIRE HATHAWAY INC. 12.6% to 11.08%; THE PROGRESSIVE CORPORATION 2.95% to 2.29%; Chubb Limited 2.07% to 1.6%; MARSH & MCLENNAN COMPANIES, INC. 1.99% to 1.59%; APOLLO GLOBAL MANAGEMENT, INC. 1.28% to 0.97%; AFLAC INCORPORATED 1.07% to 0.78%. New: BROOKFIELD ASSET MANAGEMENT LTD. (0.38%), MR. COOPER GROUP INC. (0.16%), SOUTHSTATE CORPORATION (0.15%), LIBERTY BROADBAND CORPORATION (0.1%), HAMILTON LANE INCORPORATED (0.1%), FREEDOM HOLDING CORP. (0.05%). Gone: DISCOVER FINANCIAL SERVICES (0.82%), XAF FINANCIAL JUN25 (0.01%), S P MID 400 EMINI JUN25 (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 24 Sep 2025 12:00:00 GMThttps://themulden.com/funds/iyf/https://themulden.com/funds/iyf/140 positions became 140: 2 added (0.01% of the fund), 2 dropped (0.01%). Turnover proxy 5.2%. Largest increases: THE PROGRESSIVE CORPORATION 2.33% to 2.95%; BERKSHIRE HATHAWAY INC. 12.17% to 12.6%; THE CHARLES SCHWAB CORPORATION 2% to 2.42%; CME GROUP INC. 1.38% to 1.78%; BANK OF AMERICA CORPORATION 4.38% to 4.74%; Chubb Limited 1.78% to 2.07%. Largest decreases: JPMORGAN CHASE & CO. 10.78% to 9.28%; KKR & CO. INC. 1.82% to 1.38%; BLACKSTONE INC. 2.07% to 1.7%; MORGAN STANLEY 2.6% to 2.37%; THE GOLDMAN SACHS GROUP, INC. 3.18% to 2.96%; COINBASE GLOBAL, INC. 0.96% to 0.74%. New: XAF FINANCIAL JUN25 (0.01%), S P MID 400 EMINI JUN25 (0%). Gone: XAF FINANCIAL MAR25 (0.01%), S P MID 400 EMINI MAR25 (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 23 Jun 2025 12:00:00 GMThttps://themulden.com/funds/iyf/https://themulden.com/funds/iyf/139 positions became 140: 2 added (0.01% of the fund), 1 dropped (0.01%). Turnover proxy 3.6%. Largest increases: JPMORGAN CHASE & CO. 9.58% to 10.78%; COINBASE GLOBAL, INC. 0.64% to 0.96%; ROBINHOOD MARKETS, INC. 0.28% to 0.57%; CITIGROUP INC. 2.22% to 2.5%; THE GOLDMAN SACHS GROUP, INC. 2.95% to 3.18%; MORGAN STANLEY 2.43% to 2.6%. Largest decreases: Chubb Limited 2.06% to 1.78%; THE PROGRESSIVE CORPORATION 2.56% to 2.33%; MARSH & MCLENNAN COMPANIES, INC. 1.95% to 1.73%; Nu Holdings Ltd 0.87% to 0.68%; U.S. BANCORP 1.36% to 1.21%; BANK OF AMERICA CORPORATION 4.52% to 4.38%. New: XAF FINANCIAL MAR25 (0.01%), S P MID 400 EMINI MAR25 (0%). Gone: XAF FINANCIAL DEC24 (0.01%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 26 Mar 2025 12:00:00 GMThttps://themulden.com/funds/iyf/https://themulden.com/funds/iyf/140 positions became 139: 2 added (2.62% of the fund), 3 dropped (2.48%). Turnover proxy 5.6%. Largest increases: WELLS FARGO & COMPANY 3.71% to 4.1%; BANK OF AMERICA CORPORATION 4.21% to 4.52%; BLACKSTONE INC. 1.94% to 2.14%; THE PROGRESSIVE CORPORATION 2.39% to 2.56%; MORGAN STANLEY 2.29% to 2.43%; CME GROUP INC. 1.33% to 1.46%. Largest decreases: BERKSHIRE HATHAWAY INC. 12.66% to 12.09%; JPMORGAN CHASE & CO. 9.82% to 9.58%; COINBASE GLOBAL, INC. 0.85% to 0.64%; S&P GLOBAL INC. 2.9% to 2.71%; CITIGROUP INC. 2.37% to 2.22%; MARSH & MCLENNAN COMPANIES, INC. 2.1% to 1.95%. New: BLACKROCK, INC. (2.61%), XAF FINANCIAL DEC24 (0.01%). Gone: BLACKROCK, INC. (2.47%), XAF FINANCIAL SEP24 (0.01%), S P MID 400 EMINI SEP24 (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 26 Dec 2024 12:00:00 GMThttps://themulden.com/funds/iyf/https://themulden.com/funds/iyf/139 positions became 140: 2 added (0.01% of the fund), 1 dropped (0.04%). Turnover proxy 2.8%. Largest increases: KKR & CO. INC. 1.31% to 1.59%; THE GOLDMAN SACHS GROUP, INC. 2.85% to 3.07%; Nu Holdings Ltd 0.54% to 0.74%; BLACKSTONE INC. 1.76% to 1.94%; MOODY'S CORPORATION 1.25% to 1.38%; COINBASE GLOBAL, INC. 0.74% to 0.85%. Largest decreases: THE CHARLES SCHWAB CORPORATION 2.32% to 1.86%; WELLS FARGO & COMPANY 4.08% to 3.71%; CME GROUP INC. 1.6% to 1.33%; BANK OF AMERICA CORPORATION 4.42% to 4.21%; THE PROGRESSIVE CORPORATION 2.58% to 2.39%; LPL FINANCIAL HOLDINGS INC. 0.43% to 0.32%. New: XAF FINANCIAL SEP24 (0.01%), S P MID 400 EMINI SEP24 (0%). Gone: NEW YORK COMMUNITY BANCORP, INC. (0.04%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 24 Sep 2024 12:00:00 GMThttps://themulden.com/funds/iyf/https://themulden.com/funds/iyf/140 positions became 139: 0 added (0% of the fund), 1 dropped (0.01%). Turnover proxy 2.8%. Largest increases: THE PROGRESSIVE CORPORATION 2.26% to 2.58%; THE CHARLES SCHWAB CORPORATION 2.02% to 2.32%; COINBASE GLOBAL, INC. 0.47% to 0.74%; JPMORGAN CHASE & CO. 9.64% to 9.86%; THE GOLDMAN SACHS GROUP, INC. 2.66% to 2.85%; CITIGROUP INC. 2.33% to 2.49%. Largest decreases: BERKSHIRE HATHAWAY INC. 13.17% to 12.66%; S&P GLOBAL INC. 3.12% to 2.79%; MSCI INC. 1% to 0.76%; BANK OF AMERICA CORPORATION 4.62% to 4.42%; BLACKSTONE INC. 1.92% to 1.76%; BLACKROCK, INC. 2.5% to 2.38%. Gone: XAF FINANCIAL MAR24 (0.01%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 25 Jun 2024 12:00:00 GMThttps://themulden.com/funds/iyf/https://themulden.com/funds/iyf/139 positions became 140: 2 added (0.11% of the fund), 1 dropped (0.08%). Turnover proxy 3.9%. Largest increases: JPMORGAN CHASE & CO. 8.95% to 9.64%; KKR & CO. INC. 0.94% to 1.25%; CITIGROUP INC. 2.02% to 2.33%; BANK OF AMERICA CORPORATION 4.38% to 4.62%; BLACKSTONE INC. 1.72% to 1.92%; S&P GLOBAL INC. 2.93% to 3.12%. Largest decreases: CME GROUP INC. 2.01% to 1.6%; MARSH & MCLENNAN COMPANIES, INC. 2.46% to 2.08%; Aon plc 1.64% to 1.28%; BERKSHIRE HATHAWAY INC. 13.44% to 13.17%; ARTHUR J. GALLAGHER & CO. 1.3% to 1.07%; ARCH CAPITAL GROUP LTD. 0.81% to 0.64%. New: Lazard, Inc. (0.09%), XAF FINANCIAL MAR24 (0.01%). Gone: LAZARD LTD (0.08%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 25 Mar 2024 12:00:00 GMThttps://themulden.com/funds/iyf/https://themulden.com/funds/iyf/140 positions became 139: 1 added (0.49% of the fund), 2 dropped (0.02%). Turnover proxy 4.8%. Largest increases: THE PROGRESSIVE CORPORATION 1.77% to 2.42%; BERKSHIRE HATHAWAY INC., 12.91% to 13.44%; Chubb Limited 2.02% to 2.32%; CME GROUP INC. 1.72% to 2.01%; MARSH & MCLENNAN COMPANIES, INC. 2.24% to 2.46%; ARTHUR J. GALLAGHER & CO. 1.09% to 1.3%. Largest decreases: JPMORGAN CHASE & CO. 9.52% to 8.95%; MORGAN STANLEY 2.64% to 2.23%; THE CHARLES SCHWAB CORPORATION 2.35% to 2.02%; BLACKROCK, INC. 2.64% to 2.38%; BANK OF AMERICA CORPORATION 4.58% to 4.38%; CITIGROUP INC. 2.23% to 2.02%. New: Nu Holdings Ltd (0.49%). Gone: XAF FINANCIAL SEP23 (0.02%), S P MID 400 EMINI SEP23 (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 26 Dec 2023 12:00:00 GMThttps://themulden.com/funds/iyf/https://themulden.com/funds/iyf/140 positions became 140: 7 added (0.72% of the fund), 7 dropped (0.28%). Turnover proxy 3.8%. Largest increases: THE CHARLES SCHWAB CORPORATION 2.08% to 2.35%; JPMORGAN CHASE & CO. 9.27% to 9.52%; APOLLO GLOBAL MANAGEMENT, INC. 0.8% to 1.02%; U.S. BANCORP 1.24% to 1.46%; COINBASE GLOBAL, INC. 0.22% to 0.4%; BANK OF AMERICA CORPORATION 4.42% to 4.58%. Largest decreases: BERKSHIRE HATHAWAY INC., 13.34% to 12.91%; THE PROGRESSIVE CORPORATION 2.08% to 1.77%; MORGAN STANLEY 2.9% to 2.64%; Aon plc 1.74% to 1.55%; THE GOLDMAN SACHS GROUP, INC. 2.95% to 2.76%; Chubb Limited 2.19% to 2.02%. New: XP Inc. (0.22%), KINSALE CAPITAL GROUP, INC. (0.2%), RLI CORP. (0.13%), HOULIHAN LOKEY, INC. (0.12%), TPG Inc (0.05%), XAF FINANCIAL SEP23 (0.02%). Gone: ERIE INDEMNITY COMPANY (0.14%), BANK OF HAWAII CORPORATION (0.05%), PACWEST BANCORP (0.03%), Upstart Holdings Inc (0.03%), FIRST REPUBLIC BANK CA (0.02%), F&G ANNUITIES & LIFE, INC. (0.01%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 25 Sep 2023 12:00:00 GMThttps://themulden.com/funds/iyf/https://themulden.com/funds/iyf/143 positions became 140: 2 added (0.12% of the fund), 5 dropped (0.7%). Turnover proxy 4.9%. Largest increases: BERKSHIRE HATHAWAY INC., 12.66% to 13.34%; MARSH & MCLENNAN COMPANIES, INC. 1.99% to 2.33%; CME GROUP INC. 1.45% to 1.74%; THE PROGRESSIVE CORPORATION 1.83% to 2.08%; S&P GLOBAL INC. 2.8% to 3.05%; Aon plc 1.5% to 1.74%. Largest decreases: THE CHARLES SCHWAB CORPORATION 2.7% to 2.08%; FIRST REPUBLIC BANK CA 0.59% to 0.02%; Truist Financial Corporation 1.51% to 1.13%; U.S. BANCORP 1.53% to 1.24%; THE PNC FINANCIAL SERVICES GROUP, INC. 1.53% to 1.37%; BlackRock Funds III: BlackRock Cash Funds: Treasury; SL Agen 0.31% to 0.15%. New: COLUMBIA BANKING SYSTEM, INC. (0.12%), XAF FINANCIAL JUN23 (0.01%). Gone: SVB FINANCIAL GROUP (0.41%), SIGNATURE BANK (0.18%), UMPQUA HOLDINGS CORPORATION (0.09%), XAF FINANCIAL MAR23 (0.01%), DJ US REAL ESTATE MAR23 (0.01%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 23 Jun 2023 12:00:00 GMThttps://themulden.com/funds/iyf/https://themulden.com/funds/iyf/142 positions became 143: 3 added (0.03% of the fund), 2 dropped (0.01%). Turnover proxy 6.2%. Largest increases: BERKSHIRE HATHAWAY INC., 9.63% to 12.66%; JPMORGAN CHASE & CO. 7.18% to 9.2%; APOLLO GLOBAL MANAGEMENT, INC. 0.66% to 0.78%; BlackRock Funds III: BlackRock Cash Funds: Treasury; SL Agen 0.19% to 0.31%; BLACKROCK, INC. 2.53% to 2.61%; MOODY'S CORPORATION 1.11% to 1.18%. Largest decreases: BANK OF AMERICA CORPORATION 5.46% to 4.57%; THE CHARLES SCHWAB CORPORATION 3.17% to 2.7%; WELLS FARGO & COMPANY 4.35% to 3.98%; THE GOLDMAN SACHS GROUP, INC. 3% to 2.75%; THE PNC FINANCIAL SERVICES GROUP, INC. 1.75% to 1.53%; METLIFE, INC. 1.28% to 1.11%. New: XAF FINANCIAL MAR23 (0.01%), F&G ANNUITIES & LIFE, INC. (0.01%), DJ US REAL ESTATE MAR23 (0.01%). Gone: XAF FINANCIAL DEC22 (0.01%), DJ US REAL ESTATE DEC22 (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 28 Mar 2023 12:00:00 GMThttps://themulden.com/funds/iyf/https://themulden.com/funds/iyf/143 positions became 142: 3 added (0.22% of the fund), 4 dropped (0.57%). Turnover proxy 4.6%. Largest increases: JPMORGAN CHASE & CO. 6.7% to 7.18%; THE CHARLES SCHWAB CORPORATION 2.71% to 3.17%; Chubb Limited 2.06% to 2.33%; THE PROGRESSIVE CORPORATION 1.74% to 1.96%; BANK OF AMERICA CORPORATION 5.26% to 5.46%; METLIFE, INC. 1.12% to 1.28%. Largest decreases: S&P GLOBAL INC. 3.31% to 2.8%; BERKSHIRE HATHAWAY INC., 9.99% to 9.63%; CITIGROUP INC. 2.64% to 2.32%; SVB FINANCIAL GROUP 0.61% to 0.35%; CME GROUP INC. 1.85% to 1.62%; FIRST REPUBLIC BANK 0.75% to 0.57%. New: ANNALY CAPITAL MANAGEMENT, INC. (0.21%), XAF FINANCIAL DEC22 (0.01%), DJ US REAL ESTATE DEC22 (0%). Gone: ALLEGHANY CORPORATION (0.28%), ANNALY CAPITAL MANAGEMENT, INC. (0.28%), XAF FINANCIAL SEP22 (0.01%), DOW JONES U S REAL ESTATE FUTURE SEP22 (0.01%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 27 Dec 2022 12:00:00 GMThttps://themulden.com/funds/iyf/https://themulden.com/funds/iyf/139 positions became 143: 7 added (0.74% of the fund), 3 dropped (0.06%). Turnover proxy 3.3%. Largest increases: BLACKROCK, INC. 2.31% to 2.6%; THE GOLDMAN SACHS GROUP, INC. 2.59% to 2.87%; APOLLO GLOBAL MANAGEMENT, INC. 0.47% to 0.68%; CITIGROUP INC. 2.47% to 2.64%; THE CHARLES SCHWAB CORPORATION 2.58% to 2.71%; MSCI INC. 0.86% to 0.98%. Largest decreases: BERKSHIRE HATHAWAY INC. 10.41% to 9.99%; Chubb Limited 2.29% to 2.06%; INTERCONTINENTAL EXCHANGE, INC. 1.66% to 1.45%; AMERICAN INTERNATIONAL GROUP, INC. 1.26% to 1.06%; CME GROUP INC. 2.03% to 1.85%; DISCOVER FINANCIAL SERVICES 0.84% to 0.73%. New: COINBASE GLOBAL, INC. (0.25%), ROBINHOOD MARKETS, INC. (0.13%), SOFI TECHNOLOGIES, INC. (0.13%), BLUE OWL CAPITAL INC. (0.12%), RYAN SPECIALTY HOLDINGS, INC. (0.09%), XAF FINANCIAL SEP22 (0.01%). Gone: Mercury General Corp (0.03%), Lemonade Inc (0.02%), GoHealth Inc (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 27 Sep 2022 12:00:00 GMThttps://themulden.com/funds/iyf/https://themulden.com/funds/iyf/141 positions became 139: 0 added (0% of the fund), 2 dropped (0.3%). Turnover proxy 6.1%. Largest increases: Berkshire Hathaway Inc 9.02% to 10.41%; S&P Global Inc 2.3% to 3.37%; Chubb Ltd 1.94% to 2.29%; Marsh & McLennan Cos Inc 1.79% to 2.12%; M&T Bank Corp 0.5% to 0.77%; Aon PLC 1.39% to 1.63%. Largest decreases: Bank of America Corp 5.94% to 5.31%; Citigroup Inc 2.97% to 2.47%; Charles Schwab Corp/The 3.03% to 2.58%; Morgan Stanley 3.16% to 2.75%; BlackRock Inc 2.71% to 2.31%; JPMorgan Chase & Co 7.13% to 6.75%. Gone: People's United Financial Inc (0.19%), Sterling Bancorp/DE (0.12%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 27 Jun 2022 12:00:00 GMThttps://themulden.com/funds/iyf/https://themulden.com/funds/iyf/145 positions became 141: 1 added (0.59% of the fund), 5 dropped (0.59%). Turnover proxy 4.4%. Largest increases: Berkshire Hathaway Inc 8.3% to 9.02%; Charles Schwab Corp/The 2.68% to 3.03%; Progressive Corp/The 1.21% to 1.46%; CME Group Inc 1.72% to 1.89%; Aflac Inc 0.77% to 0.94%; Morgan Stanley 3.04% to 3.16%. Largest decreases: JPMorgan Chase & Co 8.01% to 7.13%; Bank of America Corp 6.29% to 5.94%; Goldman Sachs Group Inc/The 2.97% to 2.67%; T Rowe Price Group Inc 1.06% to 0.8%; BlackRock Inc 2.93% to 2.71%; Upstart Holdings Inc 0.32% to 0.11%. New: Apollo Global Management Inc (0.59%). Gone: Apollo Global Management Inc (0.3%), Athene Holding Ltd (0.22%), Santander Consumer USA Holdings Inc (0.06%), Chicago Mercantile Exchange (0.01%), Chicago Board of Trade (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 29 Mar 2022 12:00:00 GMThttps://themulden.com/funds/iyf/https://themulden.com/funds/iyf/236 positions became 145: 10 added (1.11% of the fund), 101 dropped (35.22%). Turnover proxy 35.3%. Largest increases: Bank of America Corp 4.1% to 6.29%; Wells Fargo & Co 2.75% to 4.47%; JPMorgan Chase & Co 6.65% to 8.01%; Charles Schwab Corp/The 1.48% to 2.68%; BlackRock Inc 1.78% to 2.93%; Goldman Sachs Group Inc/The 1.85% to 2.97%. Largest decreases: BLACKROCK CASH FUNDS TREASURY SL AGENCY SHARES 0.25% to 0.21%. New: Broadridge Financial Solutions Inc (0.45%), Evercore Inc (0.13%), PacWest Bancorp (0.12%), Sterling Bancorp/DE (0.11%), Assured Guaranty Ltd (0.09%), First Hawaiian Inc (0.08%). Gone: Visa Inc (6.03%), Mastercard Inc (4.8%), American Tower Corp (1.86%), American Express Co (1.61%), Prologis Inc (1.37%), Crown Castle International Corp (1.21%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 28 Dec 2021 12:00:00 GMThttps://themulden.com/funds/iyf/https://themulden.com/funds/iyf/234 positions became 236: 4 added (0.21% of the fund), 2 dropped (0.11%). Turnover proxy 3.6%. Largest increases: Mastercard Inc 4.21% to 4.8%; Blackstone Group Inc/The 0.91% to 1.14%; Morgan Stanley 1.86% to 2.07%; American Tower Corp 1.7% to 1.86%; Visa Inc 5.88% to 6.03%; MSCI Inc 0.6% to 0.71%. Largest decreases: Bank of America Corp 4.57% to 4.1%; JPMorgan Chase & Co 6.96% to 6.65%; Citigroup Inc 2.23% to 2.03%; Berkshire Hathaway Inc 7.78% to 7.63%; Truist Financial Corp 1.2% to 1.06%; US Bancorp 1.22% to 1.09%. New: Jefferies Financial Group Inc (0.1%), Opendoor Technologies Inc (0.07%), Upstart Holdings Inc (0.03%), UWM Holdings Corp (0.01%). Gone: TCF Financial Corp (0.1%), Index And Options Market (0.01%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 28 Sep 2021 12:00:00 GMThttps://themulden.com/funds/iyf/https://themulden.com/funds/iyf/233 positions became 234: 2 added (0.08% of the fund), 1 dropped (0.14%). Turnover proxy 3.2%. Largest increases: Wells Fargo & Co 2.28% to 2.8%; Bank of America Corp 4.17% to 4.57%; Charles Schwab Corp/The 1.42% to 1.58%; Capital One Financial Corp 0.88% to 1.03%; US Bancorp 1.08% to 1.22%; American Express Co 1.4% to 1.5%. Largest decreases: Berkshire Hathaway Inc 8.08% to 7.78%; Equinix Inc 1.22% to 0.97%; JPMorgan Chase & Co 7.15% to 6.96%; American Tower Corp 1.86% to 1.7%; Intercontinental Exchange Inc 1.14% to 0.99%; CoStar Group Inc 0.65% to 0.51%. New: Coinbase Global Inc (0.07%), Index And Options Market (0.01%). Gone: Eaton Vance Corp (0.14%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 28 Jun 2021 12:00:00 GMThttps://themulden.com/funds/iyf/https://themulden.com/funds/iyf/231 positions became 233: 6 added (0.41% of the fund), 4 dropped (0.36%). Turnover proxy 5.1%. Largest increases: JPMorgan Chase & Co 6.38% to 7.15%; Wells Fargo & Co 1.93% to 2.28%; Citigroup Inc 1.88% to 2.23%; Goldman Sachs Group Inc/The 1.42% to 1.72%; Morgan Stanley 1.5% to 1.77%; Bank of America Corp 3.94% to 4.17%. Largest decreases: Visa Inc 6.54% to 5.97%; Berkshire Hathaway Inc 8.55% to 8.08%; American Tower Corp 2.22% to 1.86%; S&P Global Inc 1.7% to 1.41%; Progressive Corp/The 1.17% to 0.94%; Equinix Inc 1.41% to 1.22%. New: VEREIT Inc (0.14%), Apartment Income REIT Corp (0.11%), SL Green Realty Corp (0.09%), PROG Holdings Inc (0.06%), Apartment Investment and Management Co (0.01%), Chicago Board of Trade (0%). Gone: VEREIT Inc (0.15%), Apartment Investment and Management Co (0.1%), SL Green Realty Corp (0.07%), Taubman Centers Inc (0.05%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 01 Apr 2021 12:00:00 GMThttps://themulden.com/funds/iyf/https://themulden.com/funds/iyf/286 positions became 231: 5 added (0.78% of the fund), 60 dropped (2.35%). Turnover proxy 5.4%. Largest increases: Berkshire Hathaway Inc 7.89% to 8.55%; Charles Schwab Corp/The 0.8% to 1.33%; JPMorgan Chase & Co 6.1% to 6.38%; Morgan Stanley 1.23% to 1.5%; Truist Financial Corp 1.06% to 1.24%; Goldman Sachs Group Inc/The 1.29% to 1.42%. Largest decreases: Mastercard Inc 4.59% to 4.01%; Citigroup Inc 2.19% to 1.88%; American Tower Corp 2.44% to 2.22%; Bank of America Corp 4.08% to 3.94%; Visa Inc 6.66% to 6.54%; Marsh & McLennan Cos Inc 1.25% to 1.14%. New: KKR & Co Inc (0.42%), Apollo Global Management Inc (0.17%), Ares Management Corp (0.09%), Carlyle Group Inc/The (0.06%), Rocket Cos Inc (0.04%). Gone: E*TRADE Financial Corp (0.24%), TD Ameritrade Holding Corp (0.2%), Legg Mason Inc (0.09%), Bank of Hawaii Corp (0.05%), First Hawaiian Inc (0.05%), EPR Properties (0.05%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 28 Dec 2020 12:00:00 GMThttps://themulden.com/funds/iyf/https://themulden.com/funds/iyf/286 positions became 286: 1 added (0.04% of the fund), 1 dropped (0.05%). Turnover proxy 4.4%. Largest increases: BlackRock Inc 1.32% to 1.86%; Morgan Stanley 1.02% to 1.23%; S&P Global Inc 1.59% to 1.77%; Equinix Inc 1.28% to 1.46%; CoStar Group Inc 0.53% to 0.7%; Prologis Inc 1.47% to 1.64%. Largest decreases: Wells Fargo & Co 2.49% to 1.9%; JPMorgan Chase & Co 6.6% to 6.1%; Bank of America Corp 4.33% to 4.08%; Citigroup Inc 2.36% to 2.19%; CME Group Inc 1.42% to 1.25%; Berkshire Hathaway Inc 8.06% to 7.89%. New: Cushman & Wakefield PLC (0.04%). Gone: IBERIABANK Corp (0.05%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 28 Sep 2020 12:00:00 GMThttps://themulden.com/funds/iyf/https://themulden.com/funds/iyf/286 positions became 286: 2 added (0.91% of the fund), 2 dropped (1.06%). Turnover proxy 7.9%. Largest increases: Visa Inc 5.86% to 6.64%; American Tower Corp 1.77% to 2.35%; Berkshire Hathaway Inc 7.55% to 8.06%; Prologis Inc 1.01% to 1.47%; Digital Realty Trust Inc 0.44% to 0.88%; Equinix Inc 0.87% to 1.28%. Largest decreases: Wells Fargo & Co 3.12% to 2.49%; JPMorgan Chase & Co 7.14% to 6.6%; Citigroup Inc 2.81% to 2.36%; American International Group Inc 0.75% to 0.49%; Mastercard Inc 4.77% to 4.52%; Simon Property Group Inc 0.71% to 0.46%. New: Aon PLC (0.9%), Chicago Mercantile Exchange (0.01%). Gone: Aon PLC (0.89%), Liberty Property Trust (0.17%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 26 Jun 2020 12:00:00 GMThttps://themulden.com/funds/iyf/https://themulden.com/funds/iyf/288 positions became 286: 4 added (1.72% of the fund), 6 dropped (1.75%). Turnover proxy 4.7%. Largest increases: Mastercard Inc 4.4% to 4.77%; Visa Inc 5.5% to 5.86%; Berkshire Hathaway Inc 7.43% to 7.55%; S&P Global Inc 1.13% to 1.24%; BlackRock Inc 0.97% to 1.07%; Progressive Corp/The 0.73% to 0.81%. Largest decreases: Wells Fargo & Co 3.69% to 3.12%; Bank of America Corp 4.67% to 4.33%; US Bancorp 1.46% to 1.31%; Simon Property Group Inc 0.83% to 0.71%; Citigroup Inc 2.89% to 2.81%; American International Group Inc 0.82% to 0.75%. New: Truist Financial Corp (1.19%), Healthpeak Properties Inc (0.31%), Equitable Holdings Inc (0.18%), Diversified Healthcare Trust (0.03%). Gone: BB&T Corp (0.72%), SunTrust Banks Inc (0.54%), HCP Inc (0.33%), AXA Equitable Holdings Inc (0.12%), Senior Housing Properties Trust (0.04%), Chicago Mercantile Exchange (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 27 Mar 2020 12:00:00 GMT