Biondo Investment Advisors’s iShares US Financials ETF IYF Stock Holding History

Biondo Investment 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	–	Sell	-8,363	Closed	-$1.08M	–	86
2025 Q4	$1.08M	Buy	8,363 +163	+2%	+$20.4K	0.13%	67
2025 Q3	$1.04M	Buy	8,200 +2,065	+34%	+$255K	0.13%	69
2025 Q2	$742K	Buy	6,135 +170	+3%	+$19.2K	0.1%	71
2025 Q1	$673K	Buy	5,965 +410	+7%	+$47K	0.1%	68
2024 Q4	$614K	Buy	5,555 +630	+13%	+$70.2K	0.08%	70
2024 Q3	$512K	Buy	4,925 +20	+0.4%	+$2.01K	0.07%	71
2024 Q2	$464K	Sell	4,905 -140	-3%	-$13.1K	0.07%	72
2024 Q1	$483K	Buy	5,045 +2,680	+113%	+$239K	0.07%	73
2023 Q4	$202K	Buy	+2,365	New	+$184K	0.03%	81

Other funds holding IYF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Biondo Investment Advisors's IYF Position: Q1 2026 in Review

Biondo Investment Advisors sold out of iShares US Financials ETF (IYF) in Q1 2026, closing a stake of 8,363 shares — an estimated $1.08M sold.

Biondo Investment Advisors first reported a position in IYF in Q4 2023 and held it in 9 quarters. The position peaked at $1.08M in Q4 2025. 466 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

Biondo Investment Advisors reported no remaining iShares US Financials ETF position as of Q1 2026 after selling out during the quarter.
Biondo Investment Advisors sold 8,363 iShares US Financials ETF shares in Q1 2026, an estimated $1.08M.
Biondo Investment Advisors first reported a position in iShares US Financials ETF in Q4 2023 and held it in 9 quarters.
Biondo Investment Advisors's iShares US Financials ETF position peaked at $1.08M in Q4 2025.
466 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Biondo Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.