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

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

PWP

Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

SCA

Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Eagle Strategies New York $1.01B AUM 26.85% 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. 172 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.
172 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.