Arax Advisory Partners’s iShares US Financials ETF IYF Stock Holding History

Arax Advisory Partners’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	$1.42M	Buy	11,162 +10,615	+1,941%	+$1.32M	0.01%	1013
2026 Q1	$64.4K	Sell	547 -196	-26%	-$24.3K	﹤0.01%	1577
2025 Q4	$95.8K	Buy	+743	New	+$93K	﹤0.01%	1352
2025 Q3	–	Sell	-547	Closed	-$66.2K	–	3986
2025 Q2	$66.2K	Hold	547	–	–	﹤0.01%	1111
2025 Q1	$61.7K	Hold	547	–	–	﹤0.01%	880
2024 Q4	$60.5K	Buy	547 +247	+82%	+$27.5K	﹤0.01%	842
2024 Q3	$31.2K	Sell	300 -444	-60%	-$44.5K	﹤0.01%	906
2024 Q2	$70.4K	Buy	744 +1	+0.1%	+$94	0.01%	551
2024 Q1	$71.1K	Buy	743 +2	+0.3%	+$178	0.01%	438
2023 Q4	$63.3K	Buy	741 +4	+0.5%	+$312	0.01%	433
2023 Q3	$55.1K	Hold	737	–	–	0.01%	451
2023 Q2	$55K	Buy	737 +2	+0.3%	+$144	0.01%	453
2023 Q1	$52.3K	Buy	735 +2	+0.3%	+$154	0.01%	455
2022 Q4	$55.3K	Buy	733 +4	+0.5%	+$300	0.01%	432
2022 Q3	$49K	Hold	729	–	–	0.01%	435
2022 Q2	$51K	Buy	729 +2	+0.3%	+$153	0.01%	422
2022 Q1	$61K	Buy	727 +2	+0.3%	+$172	0.01%	422
2021 Q4	$63K	Buy	725 +303	+72%	+$26.4K	0.01%	428
2021 Q3	$35K	Buy	+422	New	+$35K	﹤0.01%	493

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

Arax Advisory Partners's IYF Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares US Financials ETF (IYF) stake by 1,941% in Q2 2026, buying an estimated $1.32M and bringing the position to 11,162 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #1013.

Arax Advisory Partners first reported a position in IYF in Q3 2021 and has held it in 19 quarters since. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Arax Advisory Partners held 11,162 shares of iShares US Financials ETF worth $1.42M as of Q2 2026.
Arax Advisory Partners bought 10,615 iShares US Financials ETF shares in Q2 2026, an estimated $1.32M.
iShares US Financials ETF made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1013 holding.
Arax Advisory Partners first reported a position in iShares US Financials ETF in Q3 2021 and has held it in 19 quarters since.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.