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

Ameritas Advisory Services’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	$1.38M	Buy	10,807 +1,879	+21%	+$233K	0.03%	461
2026 Q1	$1.05M	Buy	8,928 +4	+0%	+$496	0.04%	361
2025 Q4	$1.15M	Sell	8,924 -2,483	-22%	-$311K	0.04%	340
2025 Q3	$1.44M	Sell	11,407 -201	-2%	-$24.9K	0.09%	184
2025 Q2	$1.4M	Sell	11,608 -466	-4%	-$52.5K	0.07%	270
2025 Q1	$1.34M	Buy	12,074 +59	+0.5%	+$6.76K	0.05%	320
2024 Q4	$1.33M	Sell	12,015 -30	-0.2%	-$3.34K	0.05%	339
2024 Q3	$1.25M	Sell	12,045 -5	-0%	-$501	0.05%	329
2024 Q2	$1.14M	Sell	12,050 -53	-0.4%	-$4.96K	0.04%	373
2024 Q1	$1.12M	Sell	12,103 -455	-4%	-$40.5K	0.05%	355
2023 Q4	$1.11M	Sell	12,558 -3,255	-21%	-$254K	0.06%	262
2023 Q3	$1.18M	Sell	15,813 -687	-4%	-$53K	0.06%	306
2023 Q2	$1.23M	Sell	16,500 -164	-1%	-$11.8K	0.16%	150
2023 Q1	$1.19M	Sell	16,664 -11,900	-42%	-$915K	0.06%	289
2022 Q4	$2.16M	Buy	28,564 +9,207	+48%	+$690K	0.1%	210
2022 Q3	$1.31M	Buy	19,357 +316	+2%	+$23.3K	0.08%	240
2022 Q2	$1.33M	Sell	19,041 -615	-3%	-$46.9K	0.08%	247
2022 Q1	$1.66M	Buy	19,656 +27	+0.1%	+$2.33K	0.06%	241
2021 Q4	$1.7M	Buy	+19,629	New	+$1.71M	0.06%	250

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

Ameritas Advisory Services's IYF Position: Q2 2026 in Review

Ameritas Advisory Services increased its iShares US Financials ETF (IYF) stake by 21% in Q2 2026, buying an estimated $233K and bringing the position to 10,807 shares worth $1.38M. The position accounts for 0.03% of the portfolio, ranked #461.

Ameritas Advisory Services first reported a position in IYF in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.16M in Q4 2022. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Ameritas Advisory Services held 10,807 shares of iShares US Financials ETF worth $1.38M as of Q2 2026.
Ameritas Advisory Services bought 1,879 iShares US Financials ETF shares in Q2 2026, an estimated $233K.
iShares US Financials ETF made up 0.03% of Ameritas Advisory Services's portfolio in Q2 2026, its #461 holding.
Ameritas Advisory Services first reported a position in iShares US Financials ETF in Q4 2021 and has held it in 19 quarters since.
Ameritas Advisory Services's iShares US Financials ETF position peaked at $2.16M in Q4 2022.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.