Advisory Services Network’s iShares US Financials ETF IYF Stock Holding History

Advisory Services Network’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 Q1	$494K	Sell	4,199 -100,486	-96%	-$12.5M	0.01%	1296
2025 Q4	$13.5M	Buy	104,685 +10,551	+11%	+$1.32M	0.19%	105
2025 Q3	$11.9M	Buy	94,134 +3,130	+3%	+$387K	0.17%	119
2025 Q2	$11.1M	Buy	91,004 +86,387	+1,871%	+$9.74M	0.18%	119
2025 Q1	$521K	Sell	4,617 -13,489	-75%	-$1.55M	0.01%	1041
2024 Q4	$2M	Sell	18,106 -693	-4%	-$77.2K	0.04%	495
2024 Q3	$1.78M	Hold	18,799	–	–	0.04%	507
2024 Q2	$1.78M	Buy	18,799 +7,233	+63%	+$677K	0.04%	507
2024 Q1	$1.11M	Sell	11,566 -35,298	-75%	-$3.14M	0.02%	645
2023 Q4	$4M	Buy	46,864 +4,152	+10%	+$324K	0.1%	235
2023 Q3	$3.19M	Buy	42,712 +1,069	+3%	+$82.4K	0.09%	270
2023 Q2	$3.11M	Buy	41,643 +2,794	+7%	+$201K	0.08%	285
2023 Q1	$2.76M	Buy	38,849 +37,642	+3,119%	+$2.89M	0.08%	299
2022 Q4	$91.1K	Buy	+1,207	New	+$90.5K	﹤0.01%	1675
2022 Q2	–	Sell	-2,719	Closed	-$230K	–	1438
2022 Q1	$230K	Buy	2,719 +1	+0%	+$86	0.01%	1276
2021 Q4	$236K	Sell	2,718 -25	-0.9%	-$2.18K	0.01%	1224
2021 Q3	$226K	Buy	2,743 +300	+12%	+$24.9K	0.01%	1221
2021 Q2	$198K	Sell	2,443 -1,254	-34%	-$101K	0.01%	1274
2021 Q1	$277K	Buy	3,697 +3,019	+445%	+$215K	0.01%	1063
2020 Q4	$45K	Sell	678 -1,964	-74%	-$121K	﹤0.01%	1731
2020 Q3	$149K	Buy	+2,642	New	+$152K	0.01%	1082
2020 Q2	–	Sell	-678	Closed	-$33K	–	1915
2020 Q1	$33K	Buy	678 +244	+56%	+$15.4K	﹤0.01%	1587
2019 Q4	$30K	Sell	434 -60	-12%	-$3.98K	﹤0.01%	1792
2019 Q3	$31K	Hold	494	–	–	﹤0.01%	1596
2019 Q2	$31K	Buy	494 +18	+4%	+$1.11K	﹤0.01%	1594
2019 Q1	$28K	Hold	476	–	–	﹤0.01%	1471
2018 Q4	$25K	Hold	476	–	–	﹤0.01%	1404
2018 Q3	$29K	Hold	476	–	–	﹤0.01%	1444
2018 Q2	$29K	Buy	476 +34	+8%	+$2.02K	﹤0.01%	1409
2018 Q1	$26K	Hold	442	–	–	﹤0.01%	1554
2017 Q4	$26K	Buy	442 +42	+11%	+$2.44K	﹤0.01%	1526
2017 Q3	$22K	Hold	400	–	–	﹤0.01%	1373
2017 Q2	$22K	Hold	400	–	–	﹤0.01%	1324
2017 Q1	$21K	Buy	+400	New	+$20.9K	﹤0.01%	1238
2016 Q3	$370K	Buy	8,224 +1,586	+24%	+$71.1K	0.07%	373
2016 Q2	$285K	Sell	6,638 -1,210	-15%	-$52.3K	0.06%	377
2016 Q1	$332K	Sell	7,848 -20,048	-72%	-$813K	0.09%	277
2015 Q4	$1.23M	Buy	27,896 +1,758	+7%	+$78.3K	0.4%	52
2015 Q3	$1.1M	Buy	26,138 +8,416	+47%	+$375K	0.33%	55
2015 Q2	$806K	Buy	17,722 +170	+1%	+$7.69K	0.24%	94
2015 Q1	$786K	Buy	17,552 +15,946	+993%	+$708K	0.22%	104
2014 Q4	$69K	Buy	+1,606	New	+$69.8K	0.02%	383
2014 Q1	–	Sell	-578	Closed	-$23K	–	512
2013 Q4	$23K	Buy	+578	New	+$22.3K	0.01%	450

Other funds holding IYF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisory Services Network's IYF Position: Q1 2026 in Review

Advisory Services Network reduced its iShares US Financials ETF (IYF) stake by 96% in Q1 2026, selling an estimated $12.5M and leaving 4,199 shares worth $494K. The position accounts for 0.01% of the portfolio, ranked #1296.

Advisory Services Network first reported a position in IYF in Q4 2013 and has held it in 43 quarters since. The position peaked at $13.5M in Q4 2025. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

Advisory Services Network held 4,199 shares of iShares US Financials ETF worth $494K as of Q1 2026.
Advisory Services Network sold 100,486 iShares US Financials ETF shares in Q1 2026, an estimated $12.5M.
iShares US Financials ETF made up 0.01% of Advisory Services Network's portfolio in Q1 2026, its #1296 holding.
Advisory Services Network first reported a position in iShares US Financials ETF in Q4 2013 and has held it in 43 quarters since.
Advisory Services Network's iShares US Financials ETF position peaked at $13.5M in Q4 2025.
465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.