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Atlas Brown’s iShares US Financials ETF IYF Stock Holding History

Atlas Brown’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 		$414K Buy
3,248
+9
+0.3% +$1.12K 0.11% 169
2026
Q1 		$381K Sell
3,239
-100
-3% -$12.4K 0.11% 161
2025
Q4 		$430K Buy
3,339
+14
+0.4% +$1.75K 0.13% 148
2025
Q3 		$421K Buy
3,325
+10
+0.3% +$1.24K 0.12% 149
2025
Q2 		$401K Buy
3,315
+10
+0.3% +$1.13K 0.13% 154
2025
Q1 		$373K Sell
3,305
-6
-0.2% -$687 0.13% 152
2024
Q4 		$366K Buy
3,311
+13
+0.4% +$1.45K 0.13% 153
2024
Q3 		$343K Buy
3,298
+217
+7% +$21.8K 0.12% 155
2024
Q2 		$291K Buy
3,081
+10
+0.3% +$936 0.1% 167
2024
Q1 		$294K Buy
3,071
+365
+13% +$32.5K 0.11% 163
2023
Q4 		$231K Buy
2,706
+12
+0.4% +$936 0.1% 172
2023
Q3 		$201K Hold
2,694
– – 0.09% 175
2023
Q2 		$201K Buy
+2,694
New +$194K 0.09% 178
2023
Q1 		– Sell
-2,694
Closed -$203K – 179
2022
Q4 		$203K Buy
+2,694
New +$202K 0.1% 168
2022
Q2 		– Sell
-2,694
Closed -$228K – 185
2022
Q1 		$228K Hold
2,694
– – 0.09% 167
2021
Q4 		$234K Hold
2,694
– – 0.09% 172
2021
Q3 		$222K Hold
2,694
– – 0.1% 168
2021
Q2 		$218K Hold
2,694
– – 0.09% 169
2021
Q1 		$202K Buy
+2,694
New +$192K 0.1% 168
2020
Q3 		– Sell
-4,508
Closed -$248K – 153
2020
Q2 		$248K Hold
4,508
– – 0.16% 132
2020
Q1 		$219K Hold
4,508
– – 0.17% 127
2019
Q4 		$311K Hold
4,508
– – 0.19% 119
2019
Q3 		$290K Hold
4,508
– – 0.21% 117
2019
Q2 		$283K Hold
4,508
– – 0.2% 119
2019
Q1 		$266K Hold
4,508
– – 0.19% 121
2018
Q4 		$240K Buy
+4,508
New +$258K 0.19% 124

Other funds holding IYF

MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
KCM
Kennicott Capital Management Corte Madera, California $216M AUM 24% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Atlas Brown's IYF Position: Q2 2026 in Review

Atlas Brown increased its iShares US Financials ETF (IYF) stake by 0.28% in Q2 2026, buying an estimated $1.12K and bringing the position to 3,248 shares worth $414K. The position accounts for 0.11% of the portfolio, ranked #169.

Atlas Brown first reported a position in IYF in Q4 2018 and has held it in 26 quarters since. The position peaked at $430K in Q4 2025. 63 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Atlas Brown held 3,248 shares of iShares US Financials ETF worth $414K as of Q2 2026.
  • Atlas Brown bought 9 iShares US Financials ETF shares in Q2 2026, an estimated $1.12K.
  • iShares US Financials ETF made up 0.11% of Atlas Brown's portfolio in Q2 2026, its #169 holding.
  • Atlas Brown first reported a position in iShares US Financials ETF in Q4 2018 and has held it in 26 quarters since.
  • Atlas Brown's iShares US Financials ETF position peaked at $430K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Atlas Brown's 13F filing for Q2 2026, filed 9 Jul 2026.