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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
Q3 		$409K Buy
3,258
+10
+0.3% +$1.34K 0.11% 166
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

Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Patten & Patten
Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return
XML Financial
XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Finley Financial
Finley Financial Las Vegas, Nevada $242M AUM 17.51% 1-Year Est. Return
Eagle Strategies
Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return
Colony Family Offices
Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Atlas Brown's IYF Position: Q3 2026 in Review

Atlas Brown increased its iShares US Financials ETF (IYF) stake by 0.31% in Q3 2026, buying an estimated $1.34K and bringing the position to 3,258 shares worth $409K. The position accounts for 0.11% of the portfolio, ranked #166.

Atlas Brown first reported a position in IYF in Q4 2018 and has held it in 27 quarters since. The position peaked at $430K in Q4 2025. 170 funds tracked by Wall St. Rank hold IYF as of Q3 2026.

  • Atlas Brown held 3,258 shares of iShares US Financials ETF worth $409K as of Q3 2026.
  • Atlas Brown bought 10 iShares US Financials ETF shares in Q3 2026, an estimated $1.34K.
  • iShares US Financials ETF made up 0.11% of Atlas Brown's portfolio in Q3 2026, its #166 holding.
  • Atlas Brown first reported a position in iShares US Financials ETF in Q4 2018 and has held it in 27 quarters since.
  • Atlas Brown's iShares US Financials ETF position peaked at $430K in Q4 2025.
  • 170 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2026.

Based on Atlas Brown's 13F filing for Q3 2026, filed 9 Oct 2026.