Advisory Alpha’s iShares US Financials ETF IYF Stock Holding History

Advisory Alpha’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	$233K	Sell	1,825 -455	-20%	-$56.5K	0.01%	528
2026 Q1	$268K	Sell	2,280 -758	-25%	-$94.1K	0.01%	481
2025 Q4	$392K	Sell	3,038 -69	-2%	-$8.63K	0.01%	359
2025 Q3	$388K	Sell	3,107 -74	-2%	-$9.15K	0.01%	352
2025 Q2	$385K	Buy	3,181 +79	+3%	+$8.9K	0.01%	315
2025 Q1	$350K	Buy	3,102 +1,075	+53%	+$123K	0.01%	313
2024 Q4	$224K	Buy	2,027 +13	+0.6%	+$1.45K	0.01%	401
2024 Q3	$209K	Buy	+2,014	New	+$202K	0.01%	400
2022 Q1	–	Sell	-8,950	Closed	-$776K	–	285
2021 Q4	$776K	Buy	+8,950	New	+$779K	0.05%	138
2020 Q4	–	Sell	-1,320	Closed	-$77K	–	375
2020 Q3	$77K	Buy	+1,320	New	+$75.7K	0.02%	173
2020 Q2	–	Sell	-1,402	Closed	-$70.3K	–	359
2020 Q1	$70.3K	Buy	1,402 +62	+5%	+$3.92K	0.02%	175
2019 Q4	$93.3K	Sell	1,340 -40	-3%	-$2.65K	0.02%	212
2019 Q3	$86.6K	Buy	+1,380	New	+$87.7K	0.03%	189
2019 Q2	–	Sell	-2,090	Closed	-$129K	–	385
2019 Q1	$129K	Buy	+2,090	New	+$121K	0.05%	141

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

Advisory Alpha's IYF Position: Q2 2026 in Review

Advisory Alpha reduced its iShares US Financials ETF (IYF) stake by 20% in Q2 2026, selling an estimated $56.5K and leaving 1,825 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #528.

Advisory Alpha first reported a position in IYF in Q1 2019 and has held it in 14 quarters since. The position peaked at $776K in Q4 2021. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Advisory Alpha held 1,825 shares of iShares US Financials ETF worth $233K as of Q2 2026.
Advisory Alpha sold 455 iShares US Financials ETF shares in Q2 2026, an estimated $56.5K.
iShares US Financials ETF made up 0.01% of Advisory Alpha's portfolio in Q2 2026, its #528 holding.
Advisory Alpha first reported a position in iShares US Financials ETF in Q1 2019 and has held it in 14 quarters since.
Advisory Alpha's iShares US Financials ETF position peaked at $776K in Q4 2021.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.