Clearstead Advisors’s iShares US Financials ETF IYF Stock Holding History

Clearstead 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	$305K	Sell	2,389 -191	-7%	-$23.7K	﹤0.01%	924
2026 Q1	$304K	Buy	2,580 +580	+29%	+$72K	﹤0.01%	858
2025 Q4	$258K	Hold	2,000	–	–	﹤0.01%	859
2025 Q3	$253K	Hold	2,000	–	–	﹤0.01%	826
2025 Q2	$242K	Hold	2,000	–	–	﹤0.01%	840
2025 Q1	$226K	Sell	2,000 -654	-25%	-$74.9K	﹤0.01%	797
2024 Q4	$293K	Hold	2,654	–	–	﹤0.01%	733
2024 Q3	$276K	Hold	2,654	–	–	﹤0.01%	750
2024 Q2	$251K	Buy	2,654 +654	+33%	+$61.2K	﹤0.01%	742
2024 Q1	$189K	Hold	2,000	–	–	0.01%	478
2023 Q4	$171K	Buy	+2,000	New	+$156K	0.01%	479

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

Clearstead Advisors's IYF Position: Q2 2026 in Review

Clearstead Advisors reduced its iShares US Financials ETF (IYF) stake by 7.4% in Q2 2026, selling an estimated $23.7K and leaving 2,389 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Clearstead Advisors first reported a position in IYF in Q4 2023 and has held it in 11 quarters since. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Clearstead Advisors held 2,389 shares of iShares US Financials ETF worth $305K as of Q2 2026.
Clearstead Advisors sold 191 iShares US Financials ETF shares in Q2 2026, an estimated $23.7K.
iShares US Financials ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #924 holding.
Clearstead Advisors first reported a position in iShares US Financials ETF in Q4 2023 and has held it in 11 quarters since.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.