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Arkadios Wealth Advisors’s iShares US Financials ETF IYF Stock Holding History

Arkadios Wealth Advisors’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 		$1.14M Sell
8,945
-571
-6% -$70.9K 0.02% 756
2026
Q1 		$1.12M Buy
9,516
+571
+6% +$70.9K 0.02% 737
2025
Q4 		$1.15M Sell
8,945
-1,039
-10% -$130K 0.02% 637
2025
Q3 		$1.26M Buy
9,984
+1,132
+13% +$140K 0.03% 548
2025
Q2 		$1.07M Buy
8,852
+1,165
+15% +$131K 0.03% 549
2025
Q1 		$868K Buy
7,687
+1,469
+24% +$168K 0.03% 508
2024
Q4 		$688K Buy
6,218
+400
+7% +$44.5K 0.04% 428
2024
Q3 		$604K Buy
5,818
+225
+4% +$22.6K 0.03% 477
2024
Q2 		$529K Buy
5,593
+2,057
+58% +$193K 0.04% 452
2024
Q1 		$338K Sell
3,536
-263
-7% -$23.4K 0.03% 501
2023
Q4 		$324K Sell
3,799
-11
-0.3% -$858 0.03% 499
2023
Q3 		$285K Buy
3,810
+875
+30% +$67.4K 0.03% 502
2023
Q2 		$219K Buy
+2,935
New +$212K 0.03% 544
2023
Q1 		– Sell
-3,805
Closed -$287K – 619
2022
Q4 		$287K Buy
3,805
+312
+9% +$23.4K 0.04% 420
2022
Q3 		$236K Buy
3,493
+373
+12% +$27.5K 0.04% 443
2022
Q2 		$218K Sell
3,120
-155
-5% -$11.8K 0.03% 483
2022
Q1 		$277K Buy
3,275
+840
+34% +$72.3K 0.04% 446
2021
Q4 		$211K Buy
2,435
+627
+35% +$54.6K 0.03% 541
2021
Q3 		$149K Buy
1,808
+100
+6% +$8.3K 0.02% 578
2021
Q2 		$138K Buy
1,708
+502
+42% +$40.3K 0.02% 631
2021
Q1 		$90K Buy
1,206
+53
+5% +$3.77K 0.01% 556
2020
Q4 		$77K Buy
1,153
+3
+0.3% +$185 0.02% 478
2020
Q3 		$67.6K Buy
1,150
+6
+0.5% +$344 0.03% 352
2020
Q2 		$63.7K Buy
1,144
+1,042
+1,022% +$55.6K 0.04% 333
2020
Q1 		$4.96K Hold
102
– – ﹤0.01% 784
2019
Q4 		$7.29K Buy
+102
New +$6.77K ﹤0.01% 646

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Arkadios Wealth Advisors's IYF Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its iShares US Financials ETF (IYF) stake by 6% in Q2 2026, selling an estimated $70.9K and leaving 8,945 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #756.

Arkadios Wealth Advisors first reported a position in IYF in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.26M in Q3 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Arkadios Wealth Advisors held 8,945 shares of iShares US Financials ETF worth $1.14M as of Q2 2026.
  • Arkadios Wealth Advisors sold 571 iShares US Financials ETF shares in Q2 2026, an estimated $70.9K.
  • iShares US Financials ETF made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #756 holding.
  • Arkadios Wealth Advisors first reported a position in iShares US Financials ETF in Q4 2019 and has held it in 26 quarters since.
  • Arkadios Wealth Advisors's iShares US Financials ETF position peaked at $1.26M in Q3 2025.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.