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 Q3	$256K	Buy	2,034 +6	+0.3%	+$806	0.02%	438
2026 Q2	$259K	Buy	2,028 +6	+0.3%	+$745	0.02%	479
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%	+$9.7K	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 $348B AUM 26.9% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Fiduciary Alliance's IYF Position: Q3 2026 in Review

Fiduciary Alliance increased its iShares US Financials ETF (IYF) stake by 0.3% in Q3 2026, buying an estimated $806 and bringing the position to 2,034 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #438.

Fiduciary Alliance first reported a position in IYF in Q4 2022 and has held it in 10 quarters since. The position peaked at $259K in Q4 2025. 262 funds tracked by Wall St. Rank hold IYF as of Q3 2026.

Fiduciary Alliance held 2,034 shares of iShares US Financials ETF worth $256K as of Q3 2026.
Fiduciary Alliance bought 6 iShares US Financials ETF shares in Q3 2026, an estimated $806.
iShares US Financials ETF made up 0.02% of Fiduciary Alliance's portfolio in Q3 2026, its #438 holding.
Fiduciary Alliance first reported a position in iShares US Financials ETF in Q4 2022 and has held it in 10 quarters since.
Fiduciary Alliance's iShares US Financials ETF position peaked at $259K in Q4 2025.
262 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.