Central Valley Advisors’s iShares US Financials ETF IYF Stock Holding History

Central Valley 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	$672K	Buy	5,272 +1	+0%	+$124	0.17%	94
2026 Q1	$620K	Buy	5,271 +911	+21%	+$113K	0.17%	96
2025 Q4	$562K	Hold	4,360	–	–	0.17%	96
2025 Q3	$552K	Hold	4,360	–	–	0.17%	95
2025 Q2	$528K	Sell	4,360 -40	-0.9%	-$4.51K	0.18%	85
2025 Q1	$497K	Sell	4,400 -1,974	-31%	-$226K	0.19%	81
2024 Q4	$705K	Sell	6,374 -993	-13%	-$111K	0.32%	64
2024 Q3	$765K	Buy	7,367 +985	+15%	+$98.8K	0.43%	54
2024 Q2	$265K	Sell	6,382 -545	-8%	-$51K	0.11%	103
2024 Q1	$663K	Sell	6,927 -4,348	-39%	-$387K	0.34%	65
2023 Q4	$963K	Buy	+11,275	New	+$879K	0.57%	55

Other funds holding IYF

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

SCA

Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

CFO

Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Central Valley Advisors's IYF Position: Q2 2026 in Review

Central Valley Advisors increased its iShares US Financials ETF (IYF) stake by 0.02% in Q2 2026, buying an estimated $124 and bringing the position to 5,272 shares worth $672K. The position accounts for 0.17% of the portfolio, ranked #94.

Central Valley Advisors first reported a position in IYF in Q4 2023 and has held it in 11 quarters since. The position peaked at $963K in Q4 2023. 124 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Central Valley Advisors held 5,272 shares of iShares US Financials ETF worth $672K as of Q2 2026.
Central Valley Advisors bought 1 iShares US Financials ETF share in Q2 2026, an estimated $124.
iShares US Financials ETF made up 0.17% of Central Valley Advisors's portfolio in Q2 2026, its #94 holding.
Central Valley Advisors first reported a position in iShares US Financials ETF in Q4 2023 and has held it in 11 quarters since.
Central Valley Advisors's iShares US Financials ETF position peaked at $963K in Q4 2023.
124 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.