BPA
IYF icon

Beacon Pointe Advisors’s iShares US Financials ETF IYF Stock Holding History

Beacon Pointe 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 		$1.41M Sell
11,030
-322
-3% -$40K 0.01% 898
2026
Q1 		$1.34M Buy
11,352
+6,105
+116% +$758K 0.01% 885
2025
Q4 		$676K Buy
5,247
+53
+1% +$6.63K ﹤0.01% 966
2025
Q3 		$658K Sell
5,194
-3,635
-41% -$450K 0.01% 915
2025
Q2 		$1.07M Buy
8,829
+2,178
+33% +$245K 0.01% 653
2025
Q1 		$751K Buy
6,651
+205
+3% +$23.5K 0.01% 713
2024
Q4 		$713K Buy
6,446
+1,579
+32% +$176K 0.01% 727
2024
Q3 		$506K Sell
4,867
-673
-12% -$67.5K 0.01% 854
2024
Q2 		$524K Sell
5,540
-1,598
-22% -$150K 0.01% 849
2024
Q1 		$683K Sell
7,138
-5
-0.1% -$445 0.01% 795
2023
Q4 		$610K Buy
7,143
+14
+0.2% +$1.09K 0.01% 828
2023
Q3 		$533K Buy
7,129
+595
+9% +$45.9K 0.01% 846
2023
Q2 		$487K Sell
6,534
-1,368
-17% -$98.6K 0.01% 720
2023
Q1 		$562K Sell
7,902
-384
-5% -$29.5K 0.01% 727
2022
Q4 		$625K Buy
8,286
+356
+4% +$26.7K 0.01% 623
2022
Q3 		$537K Hold
7,930
– – 0.01% 614
2022
Q2 		$557K Sell
7,930
-95
-1% -$7.25K 0.01% 615
2022
Q1 		$678K Buy
8,025
+5,633
+235% +$485K 0.01% 722
2021
Q4 		$207K Sell
2,392
-2,586
-52% -$225K 0.01% 864
2021
Q3 		$411K Sell
4,978
-144
-3% -$12K 0.01% 597
2021
Q2 		$415K Buy
+5,122
New +$412K 0.01% 548
2021
Q1 		– Sell
-4,370
Closed -$291K – 555
2020
Q4 		$291K Buy
+4,370
New +$270K 0.02% 372

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

Beacon Pointe Advisors's IYF Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its iShares US Financials ETF (IYF) stake by 2.8% in Q2 2026, selling an estimated $40K and leaving 11,030 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #898.

Beacon Pointe Advisors first reported a position in IYF in Q4 2020 and has held it in 22 quarters since. 461 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Beacon Pointe Advisors held 11,030 shares of iShares US Financials ETF worth $1.41M as of Q2 2026.
  • Beacon Pointe Advisors sold 322 iShares US Financials ETF shares in Q2 2026, an estimated $40K.
  • iShares US Financials ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #898 holding.
  • Beacon Pointe Advisors first reported a position in iShares US Financials ETF in Q4 2020 and has held it in 22 quarters since.
  • 461 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.