Ashton Thomas Private Wealth’s iShares US Financials ETF IYF Stock Holding History

Ashton Thomas Private Wealth’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	$20.7K	Sell	162 -476	-75%	-$59.1K	﹤0.01%	1441
2026 Q1	$75.1K	Buy	+638	New	+$79.2K	﹤0.01%	1222
2024 Q3	–	Sell	-187	Closed	-$17.7K	–	1240
2024 Q2	$17.7K	Buy	+187	New	+$17.5K	﹤0.01%	1179
2023 Q1	–	Sell	-6,473	Closed	-$488K	–	509
2022 Q4	$488K	Buy	+6,473	New	+$485K	0.05%	345
2022 Q2	–	Sell	-2,401	Closed	-$203K	–	467
2022 Q1	$203K	Sell	2,401 -450	-16%	-$38.8K	0.02%	454
2021 Q4	$247K	Buy	+2,851	New	+$248K	0.02%	413

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

Ashton Thomas Private Wealth's IYF Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its iShares US Financials ETF (IYF) stake by 75% in Q2 2026, selling an estimated $59.1K and leaving 162 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1441.

Ashton Thomas Private Wealth first reported a position in IYF in Q4 2021 and has held it in 6 quarters since. The position peaked at $488K in Q4 2022. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Ashton Thomas Private Wealth held 162 shares of iShares US Financials ETF worth $20.7K as of Q2 2026.
Ashton Thomas Private Wealth sold 476 iShares US Financials ETF shares in Q2 2026, an estimated $59.1K.
iShares US Financials ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1441 holding.
Ashton Thomas Private Wealth first reported a position in iShares US Financials ETF in Q4 2021 and has held it in 6 quarters since.
Ashton Thomas Private Wealth's iShares US Financials ETF position peaked at $488K in Q4 2022.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.