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Camarda Financial Advisors’s iShares US Financials ETF IYF Stock Holding History

Camarda Financial 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
2025
Q4 		– Sell
-107,545
Closed -$13.6M – 112
2025
Q3 		$13.6M Sell
107,545
-5,593
-5% -$692K 5.02% 3
2025
Q2 		$13.7M Buy
+113,138
New +$12.7M 5.38% 2
2016
Q1 		– Sell
-6,762
Closed -$299K – 286
2015
Q4 		$299K Sell
6,762
-422
-6% -$18.8K 0.18% 78
2015
Q3 		$302K Buy
7,184
+1,166
+19% +$52K 0.19% 67
2015
Q2 		$270K Buy
6,018
+1,738
+41% +$78.6K 0.15% 67
2015
Q1 		$191K Buy
4,280
+2,094
+96% +$93K 0.11% 86
2014
Q4 		$99K Buy
2,186
+662
+43% +$28.8K 0.06% 99
2014
Q3 		$64K Buy
1,524
+558
+58% +$23.4K 0.04% 108
2014
Q2 		$40K Buy
966
+744
+335% +$30.2K 0.03% 141
2014
Q1 		$9K Buy
+222
New +$8.87K 0.01% 154

Other funds holding IYF

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 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 $761B AUM 31.28% 1-Year Est. Return