Allworth Financial’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
Q2 | $258K | Buy |
2,021
+101
| +5% | +$12.5K | ﹤0.01% | 1342 |
|
|
2026
Q1 | $226K | Buy |
1,920
+107
| +6% | +$13.3K | ﹤0.01% | 1329 |
|
|
2025
Q4 | $234K | Sell |
1,813
-166
| -8% | -$20.8K | ﹤0.01% | 1269 |
|
|
2025
Q3 | $251K | Buy |
1,979
+884
| +81% | +$109K | ﹤0.01% | 1188 |
|
|
2025
Q2 | $132K | Buy |
1,095
+33
| +3% | +$3.72K | ﹤0.01% | 1380 |
|
|
2025
Q1 | $116K | Hold |
1,062
| – | – | ﹤0.01% | 1161 |
|
|
2024
Q4 | $123K | Hold |
1,062
| – | – | ﹤0.01% | 1165 |
|
|
2024
Q3 | $110K | Hold |
1,062
| – | – | ﹤0.01% | 1043 |
|
|
2024
Q2 | $105K | Hold |
1,062
| – | – | ﹤0.01% | 1057 |
|
|
2024
Q1 | $102K | Hold |
1,062
| – | – | ﹤0.01% | 1016 |
|
|
2023
Q4 | $90.7K | Hold |
1,062
| – | – | ﹤0.01% | 982 |
|
|
2023
Q3 | $79.4K | Hold |
1,062
| – | – | ﹤0.01% | 962 |
|
|
2023
Q2 | $79.2K | Hold |
1,062
| – | – | ﹤0.01% | 972 |
|
|
2023
Q1 | $75.5K | Hold |
1,062
| – | – | ﹤0.01% | 943 |
|
|
2022
Q4 | $80.1K | Sell |
1,062
-334
| -24% | -$25K | ﹤0.01% | 870 |
|
|
2022
Q3 | $94K | Buy |
1,396
+2
| +0.1% | +$147 | ﹤0.01% | 779 |
|
|
2022
Q2 | $98K | Hold |
1,394
| – | – | ﹤0.01% | 721 |
|
|
2022
Q1 | $118K | Hold |
1,394
| – | – | ﹤0.01% | 686 |
|
|
2021
Q4 | $121K | Hold |
1,394
| – | – | ﹤0.01% | 642 |
|
|
2021
Q3 | $115K | Buy |
1,394
+1,240
| +805% | +$103K | ﹤0.01% | 584 |
|
|
2021
Q2 | $12K | Hold |
154
| – | – | ﹤0.01% | 990 |
|
|
2021
Q1 | $12K | Hold |
154
| – | – | ﹤0.01% | 939 |
|
|
2020
Q4 | $10K | Hold |
154
| – | – | ﹤0.01% | 841 |
|
|
2020
Q3 | $9K | Hold |
154
| – | – | ﹤0.01% | 733 |
|
|
2020
Q2 | $8K | Hold |
154
| – | – | ﹤0.01% | 773 |
|
|
2020
Q1 | $7K | Hold |
154
| – | – | ﹤0.01% | 790 |
|
|
2019
Q4 | $11K | Hold |
154
| – | – | ﹤0.01% | 629 |
|
|
2019
Q3 | $10K | Hold |
154
| – | – | ﹤0.01% | 584 |
|
|
2019
Q2 | $10K | Hold |
154
| – | – | ﹤0.01% | 586 |
|
|
2019
Q1 | $9K | Hold |
154
| – | – | ﹤0.01% | 590 |
|
|
2018
Q4 | $8K | Sell |
154
-8
| -5% | -$458 | ﹤0.01% | 554 |
|
|
2018
Q3 | $10K | Buy |
162
+8
| +5% | +$490 | ﹤0.01% | 557 |
|
|
2018
Q2 | $9K | Hold |
154
| – | – | ﹤0.01% | 542 |
|
|
2018
Q1 | $9K | Hold |
154
| – | – | ﹤0.01% | 502 |
|
|
2017
Q4 | $9K | Hold |
154
| – | – | ﹤0.01% | 486 |
|
|
2017
Q3 | $9K | Hold |
154
| – | – | ﹤0.01% | 483 |
|
|
2017
Q2 | $8K | Hold |
154
| – | – | ﹤0.01% | 501 |
|
|
2017
Q1 | $8K | Hold |
154
| – | – | ﹤0.01% | 472 |
|
|
2016
Q4 | $8K | Buy |
+154
| New | +$7.35K | ﹤0.01% | 420 |
|
Other funds holding IYF
PF
PCH
Allworth Financial's IYF Position: Q2 2026 in Review
Allworth Financial increased its iShares US Financials ETF (IYF) stake by 5.3% in Q2 2026, buying an estimated $12.5K and bringing the position to 2,021 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #1342.
Allworth Financial first reported a position in IYF in Q4 2016 and has held it in 39 quarters since. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.
- Allworth Financial held 2,021 shares of iShares US Financials ETF worth $258K as of Q2 2026.
- Allworth Financial bought 101 iShares US Financials ETF shares in Q2 2026, an estimated $12.5K.
- iShares US Financials ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1342 holding.
- Allworth Financial first reported a position in iShares US Financials ETF in Q4 2016 and has held it in 39 quarters since.
- 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.