Commonwealth Financial Services
IYF icon

Commonwealth Financial Services’s iShares US Financials ETF IYF Stock Holding History

Commonwealth Financial Services’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 		$561K Buy
4,462
+2
+0% +$269 0.1% 106
2026
Q2 		$569K Buy
4,460
+1
+0% +$124 0.08% 138
2026
Q1 		$525K Buy
4,459
+3
+0.1% +$372 0.08% 120
2025
Q4 		$575K Buy
4,456
+2
+0% +$250 0.09% 110
2025
Q3 		$564K Buy
4,454
+1
+0% +$124 0.1% 109
2025
Q2 		$539K Buy
4,453
+2
+0% +$225 0.1% 109
2025
Q1 		$502K Buy
4,451
+2
+0% +$229 0.1% 110
2024
Q4 		$492K Buy
4,449
+2
+0% +$223 0.1% 104
2024
Q3 		$459K Buy
4,447
+2
+0% +$201 0.09% 109
2024
Q2 		$423K Sell
4,445
-202
-4% -$18.9K 0.09% 108
2024
Q1 		$397K Hold
4,647
– – 0.09% 110
2023
Q4 		$397K Sell
4,647
-2,600
-36% -$203K 0.09% 109
2023
Q3 		$542K Buy
+7,247
New +$559K 0.16% 92
2017
Q1 		$446K Sell
8,654
-64,730
-88% -$3.38M 0.49% 21
2016
Q4 		$3.72M Buy
73,384
+7,756
+12% +$370K 3.67% 5
2016
Q3 		$2.95M Buy
65,628
+59,704
+1,008% +$2.68M 2.78% 11
2016
Q2 		$255K Buy
5,924
+5,756
+3,426% +$249K 0.3% 41
2016
Q1 		$7K Hold
168
– – 0.01% 169
2015
Q4 		$7K Hold
168
– – 0.02% 171
2015
Q3 		$7K Sell
168
-16,334
-99% -$728K 0.01% 174
2015
Q2 		$740K Buy
+16,502
New +$747K 0.8% 8
2015
Q1 		– Sell
-46,174
Closed -$2.08M – 253
2014
Q4 		$2.08M Buy
+46,174
New +$2.01M 1.87% 9

Other funds holding IYF

Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Eagle Strategies
Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return
Colony Family Offices
Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Kennicott Capital Management
Kennicott Capital Management Corte Madera, California $221M AUM 16.12% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Commonwealth Financial Services's IYF Position: Q3 2026 in Review

Commonwealth Financial Services increased its iShares US Financials ETF (IYF) stake by 0.04% in Q3 2026, buying an estimated $269 and bringing the position to 4,462 shares worth $561K. The position accounts for 0.1% of the portfolio, ranked #106.

Commonwealth Financial Services first reported a position in IYF in Q4 2014 and has held it in 22 quarters since. The position peaked at $3.72M in Q4 2016. 104 funds tracked by Wall St. Rank hold IYF as of Q3 2026.

  • Commonwealth Financial Services held 4,462 shares of iShares US Financials ETF worth $561K as of Q3 2026.
  • Commonwealth Financial Services bought 2 iShares US Financials ETF shares in Q3 2026, an estimated $269.
  • iShares US Financials ETF made up 0.1% of Commonwealth Financial Services's portfolio in Q3 2026, its #106 holding.
  • Commonwealth Financial Services first reported a position in iShares US Financials ETF in Q4 2014 and has held it in 22 quarters since.
  • Commonwealth Financial Services's iShares US Financials ETF position peaked at $3.72M in Q4 2016.
  • 104 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.