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 Q3	$532K	Sell	4,231 -1,041	-20%	-$140K	0.14%	101
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 $348B AUM 26.9% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return

Central Valley Advisors's IYF Position: Q3 2026 in Review

Central Valley Advisors reduced its iShares US Financials ETF (IYF) stake by 20% in Q3 2026, selling an estimated $140K and leaving 4,231 shares worth $532K. The position accounts for 0.14% of the portfolio, ranked #101.

Central Valley Advisors first reported a position in IYF in Q4 2023 and has held it in 12 quarters since. The position peaked at $963K in Q4 2023. 342 funds tracked by Wall St. Rank hold IYF as of Q3 2026.

Central Valley Advisors held 4,231 shares of iShares US Financials ETF worth $532K as of Q3 2026.
Central Valley Advisors sold 1,041 iShares US Financials ETF shares in Q3 2026, an estimated $140K.
iShares US Financials ETF made up 0.14% of Central Valley Advisors's portfolio in Q3 2026, its #101 holding.
Central Valley Advisors first reported a position in iShares US Financials ETF in Q4 2023 and has held it in 12 quarters since.
Central Valley Advisors's iShares US Financials ETF position peaked at $963K in Q4 2023.
342 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.