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	–	1176
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

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Kennicott Capital Management Corte Madera, California $216M AUM 24% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return