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 Q3	$399K	Sell	3,172 -36	-1%	-$4.84K	0.01%	726
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

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

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 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

Dynamic Advisor Solutions's IYF Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its iShares US Financials ETF (IYF) stake by 1.1% in Q3 2026, selling an estimated $4.84K and leaving 3,172 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #726.

Dynamic Advisor Solutions first reported a position in IYF in Q1 2023 and has held it in 11 quarters since. The position peaked at $555K in Q4 2023. 30 funds tracked by Wall St. Rank hold IYF as of Q3 2026.

Dynamic Advisor Solutions held 3,172 shares of iShares US Financials ETF worth $399K as of Q3 2026.
Dynamic Advisor Solutions sold 36 iShares US Financials ETF shares in Q3 2026, an estimated $4.84K.
iShares US Financials ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #726 holding.
Dynamic Advisor Solutions first reported a position in iShares US Financials ETF in Q1 2023 and has held it in 11 quarters since.
Dynamic Advisor Solutions's iShares US Financials ETF position peaked at $555K in Q4 2023.
30 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.