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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
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 $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Beacon Pointe Advisors's IYF Position: Q1 2026 in Review

Beacon Pointe Advisors increased its iShares US Financials ETF (IYF) stake by 116% in Q1 2026, buying an estimated $758K and bringing the position to 11,352 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #885.

Beacon Pointe Advisors first reported a position in IYF in Q4 2020 and has held it in 21 quarters since. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

  • Beacon Pointe Advisors held 11,352 shares of iShares US Financials ETF worth $1.34M as of Q1 2026.
  • Beacon Pointe Advisors bought 6,105 iShares US Financials ETF shares in Q1 2026, an estimated $758K.
  • iShares US Financials ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #885 holding.
  • Beacon Pointe Advisors first reported a position in iShares US Financials ETF in Q4 2020 and has held it in 21 quarters since.
  • 465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.