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IYF icon

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

Advisornet 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 		$503K Buy
3,941
+2,803
+246% +$348K 0.02% 416
2026
Q1 		$134K Buy
1,138
+6
+0.5% +$745 0.01% 721
2025
Q4 		$146K Buy
1,132
+5
+0.4% +$626 0.01% 693
2025
Q3 		$143K Buy
1,127
+3
+0.3% +$371 0.01% 687
2025
Q2 		$136K Buy
1,124
+4
+0.4% +$451 0.01% 670
2025
Q1 		$126K Sell
1,120
-34
-3% -$3.89K 0.01% 658
2024
Q4 		$128K Buy
1,154
+4
+0.3% +$445 0.01% 607
2024
Q3 		$119K Buy
1,150
+4
+0.3% +$401 0.01% 650
2024
Q2 		$108K Buy
1,146
+4
+0.4% +$375 0.01% 615
2024
Q1 		$109K Buy
1,142
+1,105
+2,986% +$98.4K 0.01% 615
2023
Q4 		$3.18K Hold
37
– – ﹤0.01% 1595
2023
Q3 		$2.75K Hold
37
– – ﹤0.01% 1557
2023
Q2 		$2.75K Hold
37
– – ﹤0.01% 1643
2023
Q1 		$2.61K Hold
37
– – ﹤0.01% 1634
2022
Q4 		$2.76K Buy
37
+1
+3% +$75 ﹤0.01% 1598
2022
Q3 		$2K Hold
36
– – ﹤0.01% 1676
2022
Q2 		$3K Hold
36
– – ﹤0.01% 1621
2022
Q1 		$3K Buy
+36
New +$3.1K ﹤0.01% 1725
2020
Q1 		– Sell
-586
Closed -$40K – 1858
2019
Q4 		$40K Hold
586
– – ﹤0.01% 965
2019
Q3 		$38K Sell
586
-11,728
-95% -$745K ﹤0.01% 1001
2019
Q2 		$773K Sell
12,314
-890
-7% -$54.8K 0.09% 225
2019
Q1 		$780K Sell
13,204
-3,280
-20% -$191K 0.1% 207
2018
Q4 		$877K Buy
+16,484
New +$945K 0.12% 174

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

Advisornet Financial's IYF Position: Q2 2026 in Review

Advisornet Financial increased its iShares US Financials ETF (IYF) stake by 246% in Q2 2026, buying an estimated $348K and bringing the position to 3,941 shares worth $503K. The position accounts for 0.02% of the portfolio, ranked #416.

Advisornet Financial first reported a position in IYF in Q4 2018 and has held it in 23 quarters since. The position peaked at $877K in Q4 2018. 463 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Advisornet Financial held 3,941 shares of iShares US Financials ETF worth $503K as of Q2 2026.
  • Advisornet Financial bought 2,803 iShares US Financials ETF shares in Q2 2026, an estimated $348K.
  • iShares US Financials ETF made up 0.02% of Advisornet Financial's portfolio in Q2 2026, its #416 holding.
  • Advisornet Financial first reported a position in iShares US Financials ETF in Q4 2018 and has held it in 23 quarters since.
  • Advisornet Financial's iShares US Financials ETF position peaked at $877K in Q4 2018.
  • 463 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.