AAS
IYF icon

Avantax Advisory Services’s iShares US Financials ETF IYF Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$736K Sell
6,085
-151
-2% -$17K ﹤0.01% 1347
2025
Q1 		$704K Buy
6,236
+389
+7% +$44.6K ﹤0.01% 1303
2024
Q4 		$647K Buy
5,847
+1,275
+28% +$142K ﹤0.01% 1292
2024
Q3 		$475K Sell
4,572
-9
-0.2% -$903 ﹤0.01% 1441
2024
Q2 		$433K Sell
4,581
-14
-0.3% -$1.31K ﹤0.01% 1458
2024
Q1 		$439K Buy
4,595
+835
+22% +$74.4K ﹤0.01% 1107
2023
Q4 		$321K Buy
3,760
+378
+11% +$29.5K ﹤0.01% 1198
2023
Q3 		$253K Sell
3,382
-642
-16% -$49.5K ﹤0.01% 1291
2023
Q2 		$300K Buy
4,024
+309
+8% +$22.3K ﹤0.01% 1187
2023
Q1 		$264K Sell
3,715
-909
-20% -$69.9K ﹤0.01% 1226
2022
Q4 		$349K Sell
4,624
-296
-6% -$22.2K ﹤0.01% 1025
2022
Q3 		$332K Buy
4,920
+214
+5% +$15.8K 0.01% 953
2022
Q2 		$329K Sell
4,706
-1,588
-25% -$121K 0.01% 972
2022
Q1 		$534K Buy
6,294
+275
+5% +$23.7K 0.01% 763
2021
Q4 		$522K Sell
6,019
-2,039
-25% -$178K 0.01% 747
2021
Q3 		$666K Buy
8,058
+955
+13% +$79.3K 0.01% 614
2021
Q2 		$577K Buy
7,103
+747
+12% +$60K 0.01% 650
2021
Q1 		$476K Sell
6,356
-1,411
-18% -$100K 0.01% 637
2020
Q4 		$520K Sell
7,767
-15,121
-66% -$933K 0.01% 549
2020
Q3 		$1.3M Buy
22,888
+14,226
+164% +$816K 0.02% 462
2020
Q2 		$477K Sell
8,662
-472
-5% -$25.2K 0.01% 495
2020
Q1 		$445K Buy
+9,134
New +$578K 0.01% 462
2019
Q3 		– Sell
-6,950
Closed -$436K – 584
2019
Q2 		$436K Sell
6,950
-676
-9% -$41.6K 0.02% 317
2019
Q1 		$450K Sell
7,626
-262
-3% -$15.2K 0.02% 287
2018
Q4 		$420K Buy
+7,888
New +$452K 0.07% 246

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Avantax Advisory Services's IYF Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares US Financials ETF (IYF) stake by 2.4% in Q2 2025, selling an estimated $17K and leaving 6,085 shares worth $736K. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

Avantax Advisory Services first reported a position in IYF in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.3M in Q3 2020. 462 funds tracked by Wall St. Rank hold IYF as of Q2 2025.

  • Avantax Advisory Services held 6,085 shares of iShares US Financials ETF worth $736K as of Q2 2025.
  • Avantax Advisory Services sold 151 iShares US Financials ETF shares in Q2 2025, an estimated $17K.
  • iShares US Financials ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1347 holding.
  • Avantax Advisory Services first reported a position in iShares US Financials ETF in Q4 2018 and has held it in 25 quarters since.
  • Avantax Advisory Services's iShares US Financials ETF position peaked at $1.3M in Q3 2020.
  • 462 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.