DHJJ Financial Advisors’s iShares US Financials ETF IYF Stock Holding History

DHJJ Financial 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	$67.2K	Hold	527	–	–	0.02%	367
2026 Q1	$62K	Hold	527	–	–	0.02%	364
2025 Q4	$67.9K	Hold	527	–	–	0.02%	334
2025 Q3	$66.7K	Buy	527 +20	+4%	+$2.47K	0.02%	321
2025 Q2	$61.3K	Sell	507 -86	-15%	-$9.69K	0.02%	317
2025 Q1	$66.9K	Hold	593	–	–	0.03%	278
2024 Q4	$65.6K	Hold	593	–	–	0.03%	267
2024 Q3	$61.6K	Hold	593	–	–	0.02%	271
2024 Q2	$56.1K	Hold	593	–	–	0.02%	260
2024 Q1	$56.7K	Hold	593	–	–	0.03%	252
2023 Q4	$50.6K	Hold	593	–	–	0.02%	249
2023 Q3	$44.3K	Buy	+593	New	+$45.7K	0.02%	257

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

DHJJ Financial Advisors's IYF Position: Q2 2026 in Review

DHJJ Financial Advisors held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 527 shares worth $67.2K. The position accounts for 0.02% of the portfolio, ranked #367.

DHJJ Financial Advisors first reported a position in IYF in Q3 2023 and has held it in 12 quarters since. The position peaked at $67.9K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

DHJJ Financial Advisors held 527 shares of iShares US Financials ETF worth $67.2K as of Q2 2026.
DHJJ Financial Advisors left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up 0.02% of DHJJ Financial Advisors's portfolio in Q2 2026, its #367 holding.
DHJJ Financial Advisors first reported a position in iShares US Financials ETF in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's iShares US Financials ETF position peaked at $67.9K in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.