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Farther Finance Advisors’s iShares US Financials ETF IYF Stock Holding History

Farther Finance 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 		$322K Sell
2,565
-137
-5% -$18.4K ﹤0.01% 1924
2026
Q2 		$345K Sell
2,702
-2,314
-46% -$287K ﹤0.01% 1845
2026
Q1 		$592K Buy
5,016
+2,139
+74% +$265K 0.01% 1283
2025
Q4 		$371K Buy
2,877
+1,931
+204% +$242K ﹤0.01% 1508
2025
Q3 		$120K Sell
946
-88
-9% -$10.9K ﹤0.01% 1925
2025
Q2 		$125K Sell
1,034
-1,154
-53% -$130K ﹤0.01% 1648
2025
Q1 		$247K Buy
2,188
+2,080
+1,926% +$238K 0.01% 1141
2024
Q4 		$11.9K Hold
108
– – ﹤0.01% 2317
2024
Q3 		$11.2K Hold
108
– – ﹤0.01% 2321
2024
Q2 		$10.2K Sell
108
-215
-67% -$20.1K ﹤0.01% 2069
2024
Q1 		$30.7K Buy
323
+157
+95% +$14K ﹤0.01% 1357
2023
Q4 		$14.2K Buy
166
+107
+181% +$8.34K ﹤0.01% 1456
2023
Q3 		$4.41K Buy
59
+5
+9% +$385 ﹤0.01% 1555
2023
Q2 		$4.03K Buy
54
+39
+260% +$2.81K ﹤0.01% 1506
2023
Q1 		$1.07K Buy
+15
New +$1.15K ﹤0.01% 1828

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

Farther Finance Advisors's IYF Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares US Financials ETF (IYF) stake by 5.1% in Q3 2026, selling an estimated $18.4K and leaving 2,565 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #1924.

Farther Finance Advisors first reported a position in IYF in Q1 2023 and has held it in 15 quarters since. The position peaked at $592K in Q1 2026. 36 funds tracked by Wall St. Rank hold IYF as of Q3 2026.

  • Farther Finance Advisors held 2,565 shares of iShares US Financials ETF worth $322K as of Q3 2026.
  • Farther Finance Advisors sold 137 iShares US Financials ETF shares in Q3 2026, an estimated $18.4K.
  • iShares US Financials ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1924 holding.
  • Farther Finance Advisors first reported a position in iShares US Financials ETF in Q1 2023 and has held it in 15 quarters since.
  • Farther Finance Advisors's iShares US Financials ETF position peaked at $592K in Q1 2026.
  • 36 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.