Concurrent Investment Advisors’s iShares US Financials ETF IYF Stock Holding History

Concurrent Investment 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	$451K	Buy	3,536 +883	+33%	+$110K	﹤0.01%	1461
2026 Q1	$312K	Buy	2,653 +7	+0.3%	+$869	﹤0.01%	1477
2025 Q4	$341K	Buy	2,646 +993	+60%	+$124K	﹤0.01%	1321
2025 Q3	$209K	Buy	+1,653	New	+$204K	﹤0.01%	1337
2025 Q1	–	Sell	-46,645	Closed	-$5.16M	–	1291
2024 Q4	$5.16M	Sell	46,645 -5,880	-11%	-$655K	0.14%	155
2024 Q3	$5.46M	Sell	52,525 -1,151	-2%	-$115K	0.16%	137
2024 Q2	$5.08M	Sell	53,676 -1,112	-2%	-$104K	0.17%	134
2024 Q1	$5.24M	Buy	54,788 +718	+1%	+$64K	0.21%	111
2023 Q4	$4.62M	Buy	+54,070	New	+$4.22M	0.22%	104

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

Concurrent Investment Advisors's IYF Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares US Financials ETF (IYF) stake by 33% in Q2 2026, buying an estimated $110K and bringing the position to 3,536 shares worth $451K. The position accounts for ﹤0.01% of the portfolio, ranked #1461.

Concurrent Investment Advisors first reported a position in IYF in Q4 2023 and has held it in 9 quarters since. The position peaked at $5.46M in Q3 2024. 463 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Concurrent Investment Advisors held 3,536 shares of iShares US Financials ETF worth $451K as of Q2 2026.
Concurrent Investment Advisors bought 883 iShares US Financials ETF shares in Q2 2026, an estimated $110K.
iShares US Financials ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1461 holding.
Concurrent Investment Advisors first reported a position in iShares US Financials ETF in Q4 2023 and has held it in 9 quarters since.
Concurrent Investment Advisors's iShares US Financials ETF position peaked at $5.46M in Q3 2024.
463 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.