FFA
IYF icon

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
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return