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

Finley Financial’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	$4.89M	Sell	38,371 -2,055	-5%	-$255K	1.97%	13
2026 Q1	$4.76M	Sell	40,426 -18,124	-31%	-$2.25M	2.23%	12
2025 Q4	$7.55M	Sell	58,550 -11,670	-17%	-$1.46M	3.46%	9
2025 Q3	$8.89M	Sell	70,220 -3,405	-5%	-$421K	4.11%	9
2025 Q2	$8.91M	Sell	73,625 -290	-0.4%	-$32.7K	4.48%	9
2025 Q1	$8.17M	Sell	73,915 -365	-0.5%	-$41.8K	4.55%	8
2024 Q4	$8.46M	Buy	+74,280	New	+$8.27M	4.4%	8

Other funds holding IYF

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Kennicott Capital Management Corte Madera, California $216M AUM 24% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return