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

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

SCA

Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

CFO

Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 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. 124 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.
124 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.