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B. Riley Wealth Advisors’s iShares US Financials ETF IYF Stock Holding History

B. Riley Wealth Advisors’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 		$520K Hold
4,075
– – 0.03% 459
2026
Q1 		$469K Hold
4,075
– – 0.03% 453
2025
Q4 		$525K Hold
4,075
– – 0.02% 497
2025
Q3 		$516K Sell
4,075
-2,008
-33% -$248K 0.02% 513
2025
Q2 		$736K Sell
6,083
-501
-8% -$56.5K 0.03% 414
2025
Q1 		$743K Buy
6,584
+180
+3% +$20.6K 0.02% 601
2024
Q4 		$708K Sell
6,404
-69
-1% -$7.68K 0.02% 567
2024
Q3 		$671K Sell
6,473
-188
-3% -$18.9K 0.02% 630
2024
Q2 		$630K Sell
6,661
-1,137
-15% -$106K 0.02% 708
2024
Q1 		$586K Buy
7,798
+384
+5% +$34.2K 0.02% 720
2023
Q4 		$633K Sell
7,414
-384
-5% -$29.9K 0.02% 701
2023
Q3 		$586K Buy
7,798
+2
+0% +$154 0.02% 720
2023
Q2 		$582K Sell
7,796
-419
-5% -$30.2K 0.01% 784
2023
Q1 		$584K Sell
8,215
-10,370
-56% -$798K 0.02% 741
2022
Q4 		$1.4M Sell
18,585
-66
-0.4% -$4.95K 0.04% 437
2022
Q3 		$1.26M Buy
18,651
+2,270
+14% +$167K 0.04% 432
2022
Q2 		$1.15M Buy
16,381
+511
+3% +$39K 0.05% 380
2022
Q1 		$1.34M Sell
15,870
-20
-0.1% -$1.72K 0.04% 392
2021
Q4 		$1.38M Buy
15,890
+798
+5% +$69.5K 0.04% 437
2021
Q3 		$1.25M Buy
15,092
+1,511
+11% +$125K 0.04% 455
2021
Q2 		$1.1M Buy
13,581
+546
+4% +$43.9K 0.04% 484
2021
Q1 		$976K Buy
+13,035
New +$927K 0.03% 490
2018
Q4 		– Sell
-4,346
Closed -$265K – 703
2018
Q3 		$265K Buy
+4,346
New +$266K 0.03% 542
2015
Q1 		– Sell
-460
Closed -$21K – 1282
2014
Q4 		$21K Buy
+460
New +$20K ﹤0.01% 2522
2014
Q3 		– Sell
-598
Closed -$24.9K – 1280
2014
Q2 		$24.9K Buy
+598
New +$24.3K 0.01% 1369

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

B. Riley Wealth Advisors's IYF Position: Q2 2026 in Review

B. Riley Wealth Advisors held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 4,075 shares worth $520K. The position accounts for 0.03% of the portfolio, ranked #459.

B. Riley Wealth Advisors first reported a position in IYF in Q2 2014 and has held it in 25 quarters since. The position peaked at $1.4M in Q4 2022. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • B. Riley Wealth Advisors held 4,075 shares of iShares US Financials ETF worth $520K as of Q2 2026.
  • B. Riley Wealth Advisors left its iShares US Financials ETF share count unchanged in Q2 2026.
  • iShares US Financials ETF made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #459 holding.
  • B. Riley Wealth Advisors first reported a position in iShares US Financials ETF in Q2 2014 and has held it in 25 quarters since.
  • B. Riley Wealth Advisors's iShares US Financials ETF position peaked at $1.4M in Q4 2022.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.