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 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

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

Farther Finance Advisors's IYF Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares US Financials ETF (IYF) stake by 46% in Q2 2026, selling an estimated $287K and leaving 2,702 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #1845.

Farther Finance Advisors first reported a position in IYF in Q1 2023 and has held it in 14 quarters since. The position peaked at $592K in Q1 2026. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Farther Finance Advisors held 2,702 shares of iShares US Financials ETF worth $345K as of Q2 2026.
Farther Finance Advisors sold 2,314 iShares US Financials ETF shares in Q2 2026, an estimated $287K.
iShares US Financials ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1845 holding.
Farther Finance Advisors first reported a position in iShares US Financials ETF in Q1 2023 and has held it in 14 quarters since.
Farther Finance Advisors's iShares US Financials ETF position peaked at $592K in Q1 2026.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.