Financial Alternatives’s iShares US Financials ETF IYF Stock Holding History

Financial Alternatives’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	$307K	Hold	2,406	–	–	0.15%	67
2026 Q1	$283K	Hold	2,406	–	–	0.15%	67
2025 Q4	$310K	Hold	2,406	–	–	0.18%	65
2025 Q3	$305K	Hold	2,406	–	–	0.18%	69
2025 Q2	$291K	Hold	2,406	–	–	0.19%	68
2025 Q1	$272K	Hold	2,406	–	–	0.19%	69
2024 Q4	$266K	Hold	2,406	–	–	0.19%	72
2024 Q3	$250K	Hold	2,406	–	–	0.18%	74
2024 Q2	$228K	Hold	2,406	–	–	0.17%	75
2024 Q1	$230K	Hold	2,406	–	–	0.18%	73
2023 Q4	$205K	Buy	+2,406	New	+$188K	0.17%	77

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

Financial Alternatives's IYF Position: Q2 2026 in Review

Financial Alternatives held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 2,406 shares worth $307K. The position accounts for 0.15% of the portfolio, ranked #67.

Financial Alternatives first reported a position in IYF in Q4 2023 and has held it in 11 quarters since. The position peaked at $310K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Financial Alternatives held 2,406 shares of iShares US Financials ETF worth $307K as of Q2 2026.
Financial Alternatives left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up 0.15% of Financial Alternatives's portfolio in Q2 2026, its #67 holding.
Financial Alternatives first reported a position in iShares US Financials ETF in Q4 2023 and has held it in 11 quarters since.
Financial Alternatives's iShares US Financials ETF position peaked at $310K in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Financial Alternatives's 13F filing for Q2 2026, filed 11 Aug 2026.