Fiduciary Alliance’s iShares US Financials ETF IYF Stock Holding History

Fiduciary Alliance’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	$252K	Buy	2,022 +10	+0.5%	+$1.24K	0.02%	484
2025 Q4	$259K	Buy	2,012 +9	+0.4%	+$1.13K	0.02%	447
2025 Q3	$254K	Buy	2,003 +6	+0.3%	+$742	0.02%	440
2025 Q2	$242K	Buy	1,997 +6	+0.3%	+$676	0.02%	432
2025 Q1	$225K	Buy	1,991 +85	+4%	+$9.74K	0.02%	355
2024 Q4	$211K	Buy	+1,906	New	+$212K	0.02%	334
2023 Q3	–	Sell	-1,857	Closed	-$139K	–	563
2023 Q2	$139K	Buy	+1,857	New	+$134K	0.03%	176
2023 Q1	–	Sell	-2,195	Closed	-$166K	–	504
2022 Q4	$166K	Buy	+2,195	New	+$165K	0.04%	136

Other funds holding IYF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fiduciary Alliance's IYF Position: Q1 2026 in Review

Fiduciary Alliance increased its iShares US Financials ETF (IYF) stake by 0.5% in Q1 2026, buying an estimated $1.24K and bringing the position to 2,022 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #484.

Fiduciary Alliance first reported a position in IYF in Q4 2022 and has held it in 8 quarters since. The position peaked at $259K in Q4 2025. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

Fiduciary Alliance held 2,022 shares of iShares US Financials ETF worth $252K as of Q1 2026.
Fiduciary Alliance bought 10 iShares US Financials ETF shares in Q1 2026, an estimated $1.24K.
iShares US Financials ETF made up 0.02% of Fiduciary Alliance's portfolio in Q1 2026, its #484 holding.
Fiduciary Alliance first reported a position in iShares US Financials ETF in Q4 2022 and has held it in 8 quarters since.
Fiduciary Alliance's iShares US Financials ETF position peaked at $259K in Q4 2025.
465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.