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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

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

PCH

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

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. 462 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.
462 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.