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

Cresta 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 Q1	–	Sell	-1,168	Closed	-$151K	–	111
2025 Q4	$151K	Buy	+1,168	New	+$146K	0.06%	59

Other funds holding IYF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cresta Advisors's IYF Position: Q1 2026 in Review

Cresta Advisors sold out of iShares US Financials ETF (IYF) in Q1 2026, closing a stake of 1,168 shares — an estimated $151K sold.

Cresta Advisors first reported a position in IYF in Q4 2025 and held it in 1 quarter. The position peaked at $151K in Q4 2025. 466 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

Cresta Advisors reported no remaining iShares US Financials ETF position as of Q1 2026 after selling out during the quarter.
Cresta Advisors sold 1,168 iShares US Financials ETF shares in Q1 2026, an estimated $151K.
Cresta Advisors first reported a position in iShares US Financials ETF in Q4 2025 and held it in 1 quarter.
Cresta Advisors's iShares US Financials ETF position peaked at $151K in Q4 2025.
466 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Cresta Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.