AFT Forsyth & Company’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.92M | Sell |
16,338
-190
| -1% | -$23.6K | 0.91% | 25 |
|
|
2025
Q4 | $2.13M | Sell |
16,528
-80
| -0.5% | -$10K | 0.92% | 24 |
|
|
2025
Q3 | $2.1M | Buy |
16,608
+107
| +0.6% | +$13.2K | 1.01% | 23 |
|
|
2025
Q2 | $2M | Sell |
16,501
-15
| -0.1% | -$1.69K | 1.02% | 23 |
|
|
2025
Q1 | $1.86M | Buy |
16,516
+3
| +0% | +$344 | 1% | 23 |
|
|
2024
Q4 | $1.83M | Sell |
16,513
-559
| -3% | -$62.3K | 0.9% | 28 |
|
|
2024
Q3 | $1.77M | Sell |
17,072
-62
| -0.4% | -$6.22K | 0.87% | 30 |
|
|
2024
Q2 | $1.62M | Buy |
17,134
+104
| +0.6% | +$9.74K | 0.79% | 31 |
|
|
2024
Q1 | $1.63M | Sell |
17,030
-55
| -0.3% | -$4.9K | 0.93% | 28 |
|
|
2023
Q4 | $1.46M | Sell |
17,085
-1,686
| -9% | -$131K | 0.92% | 31 |
|
|
2023
Q3 | $1.4M | Sell |
18,771
-165
| -0.9% | -$12.7K | 1.03% | 26 |
|
|
2023
Q2 | $1.41M | Sell |
18,936
-230
| -1% | -$16.6K | 1% | 29 |
|
|
2023
Q1 | $1.36M | Buy |
19,166
+75
| +0.4% | +$5.77K | 1.05% | 26 |
|
|
2022
Q4 | $1.44M | Buy |
19,091
+74
| +0.4% | +$5.55K | 1.23% | 22 |
|
|
2022
Q3 | $1.28M | Sell |
19,017
-166
| -0.9% | -$12.2K | 1.15% | 24 |
|
|
2022
Q2 | $1.34M | Sell |
19,183
-151
| -0.8% | -$11.5K | 1.08% | 26 |
|
|
2022
Q1 | $1.63M | Buy |
19,334
+912
| +5% | +$78.5K | 1.04% | 26 |
|
|
2021
Q4 | $1.6M | Buy |
18,422
+1,321
| +8% | +$115K | 0.82% | 34 |
|
|
2021
Q3 | $1.41M | Buy |
17,101
+427
| +3% | +$35.5K | 0.76% | 38 |
|
|
2021
Q2 | $1.35M | Buy |
16,674
+582
| +4% | +$46.8K | 0.72% | 40 |
|
|
2021
Q1 | $1.21M | Buy |
16,092
+650
| +4% | +$46.2K | 0.72% | 39 |
|
|
2020
Q4 | $1.03M | Buy |
15,442
+290
| +2% | +$17.9K | 0.64% | 47 |
|
|
2020
Q3 | $860K | Sell |
15,152
-800
| -5% | -$45.9K | 0.64% | 52 |
|
|
2020
Q2 | $878K | Buy |
15,952
+2
| +0% | +$107 | 0.74% | 46 |
|
|
2020
Q1 | $776K | Sell |
15,950
-1,060
| -6% | -$67.1K | 0.78% | 41 |
|
|
2019
Q4 | $1.17M | Buy |
17,010
+474
| +3% | +$31.5K | 0.89% | 36 |
|
|
2019
Q3 | $1.06M | Buy |
16,536
+288
| +2% | +$18.3K | 0.88% | 38 |
|
|
2019
Q2 | $1.02M | Buy |
16,248
+422
| +3% | +$26K | 0.84% | 40 |
|
|
2019
Q1 | $935K | Buy |
15,826
+332
| +2% | +$19.3K | 0.81% | 44 |
|
|
2018
Q4 | $824K | Sell |
15,494
-170
| -1% | -$9.74K | 0.82% | 47 |
|
|
2018
Q3 | $951K | Buy |
15,664
+630
| +4% | +$38.6K | 0.79% | 46 |
|
|
2018
Q2 | $881K | Sell |
15,034
-70
| -0.5% | -$4.17K | 0.77% | 45 |
|
|
2018
Q1 | $890K | Buy |
15,104
+180
| +1% | +$10.9K | 0.83% | 40 |
|
|
2017
Q4 | $891K | Buy |
+14,924
| New | +$866K | 0.87% | 35 |
|
|
2013
Q3 | $36K | Buy |
980
+780
| +390% | +$28.9K | 0.05% | 193 |
|
|
2013
Q2 | $7K | Buy |
+200
| New | +$7.06K | 0.01% | 264 |
|
Other funds holding IYF
PF
PCH
AFT Forsyth & Company's IYF Position: Q1 2026 in Review
AFT Forsyth & Company reduced its iShares US Financials ETF (IYF) stake by 1.1% in Q1 2026, selling an estimated $23.6K and leaving 16,338 shares worth $1.92M. The position accounts for 0.91% of the portfolio, ranked #25.
AFT Forsyth & Company first reported a position in IYF in Q2 2013 and has held it in 36 quarters since. The position peaked at $2.13M in Q4 2025. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.
- AFT Forsyth & Company held 16,338 shares of iShares US Financials ETF worth $1.92M as of Q1 2026.
- AFT Forsyth & Company sold 190 iShares US Financials ETF shares in Q1 2026, an estimated $23.6K.
- iShares US Financials ETF made up 0.91% of AFT Forsyth & Company's portfolio in Q1 2026, its #25 holding.
- AFT Forsyth & Company first reported a position in iShares US Financials ETF in Q2 2013 and has held it in 36 quarters since.
- AFT Forsyth & Company's iShares US Financials ETF position peaked at $2.13M in Q4 2025.
- 465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.
Based on AFT Forsyth & Company's 13F filing for Q1 2026, filed 14 May 2026.