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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
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

MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
CI
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
KCM
Kennicott Capital Management Corte Madera, California $216M AUM 24% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Financial Services's IYF Position: Q2 2026 in Review

Commonwealth Financial Services increased its iShares US Financials ETF (IYF) stake by 0.02% in Q2 2026, buying an estimated $124 and bringing the position to 4,460 shares worth $569K. The position accounts for 0.08% of the portfolio, ranked #138.

Commonwealth Financial Services first reported a position in IYF in Q4 2014 and has held it in 21 quarters since. The position peaked at $3.72M in Q4 2016. 63 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Commonwealth Financial Services held 4,460 shares of iShares US Financials ETF worth $569K as of Q2 2026.
  • Commonwealth Financial Services bought 1 iShares US Financials ETF share in Q2 2026, an estimated $124.
  • iShares US Financials ETF made up 0.08% of Commonwealth Financial Services's portfolio in Q2 2026, its #138 holding.
  • Commonwealth Financial Services first reported a position in iShares US Financials ETF in Q4 2014 and has held it in 21 quarters since.
  • Commonwealth Financial Services's iShares US Financials ETF position peaked at $3.72M in Q4 2016.
  • 63 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.