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Centaurus Financial’s iShares US Financials ETF IYF Stock Holding History

Centaurus Financial’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 		$199K Hold
1,695
– – 0.01% 822
2025
Q4 		$219K Sell
1,695
-2,175
-56% -$272K 0.01% 771
2025
Q3 		$490K Buy
3,870
+625
+19% +$77.3K 0.02% 532
2025
Q2 		$393K Buy
3,245
+2,334
+256% +$263K 0.02% 543
2025
Q1 		$103K Hold
911
– – 0.01% 869
2024
Q4 		$101K Buy
+911
New +$101K 0.01% 855
2024
Q3 		– Sell
-15,873
Closed -$1.5M – 856
2024
Q2 		$1.5M Buy
+15,873
New +$1.49M 0.1% 186
2023
Q2 		– Sell
-3,679
Closed -$262K – 843
2023
Q1 		$262K Buy
+3,679
New +$283K 0.02% 590
2022
Q1 		– Sell
-5,548
Closed -$481K – 940
2021
Q4 		$481K Sell
5,548
-4,987
-47% -$434K 0.04% 438
2021
Q3 		$870K Buy
10,535
+68
+0.6% +$5.65K 0.07% 293
2021
Q2 		$848K Buy
10,467
+7,672
+274% +$617K 0.07% 310
2021
Q1 		$209K Buy
2,795
+447
+19% +$31.8K 0.02% 590
2020
Q4 		$157K Buy
2,348
+342
+17% +$21.1K 0.02% 612
2020
Q3 		$114K Buy
2,006
+104
+5% +$5.97K 0.02% 590
2020
Q2 		$105K Buy
+1,902
New +$101K 0.02% 587
2020
Q1 		– Sell
-3,092
Closed -$213K – 582
2019
Q4 		$213K Buy
+3,092
New +$205K 0.03% 437
2019
Q1 		– Sell
-266
Closed -$1 – 564
2018
Q4 		$1 Buy
266
+264
+13,200% +$15.1K 0.01% 446
2018
Q3 		$150 Sell
2
-2,766
-100% -$169K 0.03% 432
2018
Q2 		$162K Sell
2,768
-7,522
-73% -$448K 0.02% 568
2018
Q1 		$606K Buy
+10,290
New +$624K 0.14% 172

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

Centaurus Financial's IYF Position: Q1 2026 in Review

Centaurus Financial held its iShares US Financials ETF (IYF) position steady in Q1 2026 at 1,695 shares worth $199K. The position accounts for 0.01% of the portfolio, ranked #822.

Centaurus Financial first reported a position in IYF in Q1 2018 and has held it in 20 quarters since. The position peaked at $1.5M in Q2 2024. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

  • Centaurus Financial held 1,695 shares of iShares US Financials ETF worth $199K as of Q1 2026.
  • Centaurus Financial left its iShares US Financials ETF share count unchanged in Q1 2026.
  • iShares US Financials ETF made up 0.01% of Centaurus Financial's portfolio in Q1 2026, its #822 holding.
  • Centaurus Financial first reported a position in iShares US Financials ETF in Q1 2018 and has held it in 20 quarters since.
  • Centaurus Financial's iShares US Financials ETF position peaked at $1.5M in Q2 2024.
  • 465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.