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	–	913
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

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

Dynamic Advisor Solutions's IYF Position: Q2 2026 in Review

Dynamic Advisor Solutions opened a new position in iShares US Financials ETF (IYF) in Q2 2026: 3,208 shares worth $409K. The stake represents 0.01% of the portfolio and ranks #738 among its holdings. This is a return to the name: Dynamic Advisor Solutions previously reported a position in IYF as recently as Q1 2025.

Dynamic Advisor Solutions first reported a position in IYF in Q1 2023 and has held it in 10 quarters since. The position peaked at $555K in Q4 2023. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Dynamic Advisor Solutions held 3,208 shares of iShares US Financials ETF worth $409K as of Q2 2026.
iShares US Financials ETF was a new Dynamic Advisor Solutions position in Q2 2026.
iShares US Financials ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #738 holding.
Dynamic Advisor Solutions first reported a position in iShares US Financials ETF in Q1 2023 and has held it in 10 quarters since.
Dynamic Advisor Solutions's iShares US Financials ETF position peaked at $555K in Q4 2023.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.