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

Doliver 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
Q3 		– Sell
-2,264
Closed -$289K – 189
2026
Q2 		$289K Hold
2,264
– – 0.07% 167
2026
Q1 		$266K Hold
2,264
– – 0.06% 158
2025
Q4 		$292K Buy
+2,264
New +$283K 0.07% 155

Other funds holding IYF

FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
MCM
Magnolia Capital Management Cold Spring, New York $141M AUM 20.1% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Doliver Advisors's IYF Position: Q3 2026 in Review

Doliver Advisors sold out of iShares US Financials ETF (IYF) in Q3 2026, closing a stake of 2,264 shares — an estimated $289K sold.

Doliver Advisors first reported a position in IYF in Q4 2025 and held it in 3 quarters. The position peaked at $292K in Q4 2025. 30 funds tracked by Wall St. Rank hold IYF as of Q3 2026.

  • Doliver Advisors reported no remaining iShares US Financials ETF position as of Q3 2026 after selling out during the quarter.
  • Doliver Advisors sold 2,264 iShares US Financials ETF shares in Q3 2026, an estimated $289K.
  • Doliver Advisors first reported a position in iShares US Financials ETF in Q4 2025 and held it in 3 quarters.
  • Doliver Advisors's iShares US Financials ETF position peaked at $292K in Q4 2025.
  • 30 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.