Dynamic Advisor Solutions’s iShares US Financials ETF IYF Stock Holding History

Dynamic Advisor Solutions’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	$409K	Buy	+3,208	New	+$398K	0.01%	738
2025 Q2	–	Sell	-2,555	Closed	-$288K	–	914
2025 Q1	$288K	Sell	2,555 -72	-3%	-$8.25K	0.01%	717
2024 Q4	$290K	Sell	2,627 -582	-18%	-$64.8K	0.01%	546
2024 Q3	$333K	Sell	3,209 -1,355	-30%	-$136K	0.01%	721
2024 Q2	$432K	Buy	4,564 +1,236	+37%	+$116K	0.01%	659
2024 Q1	$318K	Sell	3,328 -3,153	-49%	-$281K	0.01%	744
2023 Q4	$555K	Sell	6,481 -452	-7%	-$35.2K	0.02%	555
2023 Q3	$518K	Sell	6,933 -153	-2%	-$11.8K	0.02%	507
2023 Q2	$529K	Buy	7,086 +2,749	+63%	+$198K	0.03%	478
2023 Q1	$309K	Buy	+4,337	New	+$334K	0.02%	584

Other funds holding IYF

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

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

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Kennicott Capital Management Corte Madera, California $216M AUM 24% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return