Avior Wealth Management’s iShares US Financials ETF IYF Stock Holding History

Avior Wealth Management’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	$2.31M	Sell	18,100 -318	-2%	-$39.5K	0.06%	233
2026 Q1	$2.17M	Sell	18,418 -1,152	-6%	-$143K	0.06%	240
2025 Q4	$2.52M	Buy	19,570 +1,536	+9%	+$192K	0.08%	174
2025 Q3	$2.28M	Buy	18,034 +1,258	+7%	+$156K	0.07%	178
2025 Q2	$2.03M	Buy	16,776 +554	+3%	+$62.4K	0.07%	184
2025 Q1	$1.83M	Buy	16,222 +2,518	+18%	+$288K	0.07%	186
2024 Q4	$1.52M	Buy	13,704 +1,589	+13%	+$177K	0.06%	216
2024 Q3	$1.26M	Buy	12,115 +1,201	+11%	+$120K	0.05%	241
2024 Q2	$1.03M	Sell	10,914 -1,923	-15%	-$180K	0.04%	266
2024 Q1	$1.23M	Buy	+12,837	New	+$1.14M	0.06%	244
2022 Q1	–	Sell	-196	Closed	-$16K	–	1166
2021 Q4	$16K	Hold	196	–	–	﹤0.01%	744
2021 Q3	$16K	Sell	196 -36	-16%	-$2.99K	﹤0.01%	710
2021 Q2	$18K	Buy	+232	New	+$18.6K	﹤0.01%	660

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

Avior Wealth Management's IYF Position: Q2 2026 in Review

Avior Wealth Management reduced its iShares US Financials ETF (IYF) stake by 1.7% in Q2 2026, selling an estimated $39.5K and leaving 18,100 shares worth $2.31M. The position accounts for 0.06% of the portfolio, ranked #233.

Avior Wealth Management first reported a position in IYF in Q2 2021 and has held it in 13 quarters since. The position peaked at $2.52M in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Avior Wealth Management held 18,100 shares of iShares US Financials ETF worth $2.31M as of Q2 2026.
Avior Wealth Management sold 318 iShares US Financials ETF shares in Q2 2026, an estimated $39.5K.
iShares US Financials ETF made up 0.06% of Avior Wealth Management's portfolio in Q2 2026, its #233 holding.
Avior Wealth Management first reported a position in iShares US Financials ETF in Q2 2021 and has held it in 13 quarters since.
Avior Wealth Management's iShares US Financials ETF position peaked at $2.52M in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.