BIAS
IYF icon

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

Beacon Investment 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
2026
Q3 		$126K Hold
1,000
– – ﹤0.01% 297
2026
Q2 		$128K Hold
1,000
– – ﹤0.01% 301
2026
Q1 		$118K Buy
+1,000
New +$124K ﹤0.01% 311

Other funds holding IYF

FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Investment Advisory Services's IYF Position: Q3 2026 in Review

Beacon Investment Advisory Services held its iShares US Financials ETF (IYF) position steady in Q3 2026 at 1,000 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Beacon Investment Advisory Services first reported a position in IYF in Q1 2026 and has held it in 3 quarters since. The position peaked at $128K in Q2 2026. 57 funds tracked by Wall St. Rank hold IYF as of Q3 2026.

  • Beacon Investment Advisory Services held 1,000 shares of iShares US Financials ETF worth $126K as of Q3 2026.
  • Beacon Investment Advisory Services left its iShares US Financials ETF share count unchanged in Q3 2026.
  • iShares US Financials ETF made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q3 2026, its #297 holding.
  • Beacon Investment Advisory Services first reported a position in iShares US Financials ETF in Q1 2026 and has held it in 3 quarters since.
  • Beacon Investment Advisory Services's iShares US Financials ETF position peaked at $128K in Q2 2026.
  • 57 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.