Great Valley Advisor Group’s iShares US Financials ETF IYF Stock Holding History

Great Valley Advisor Group’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	$475K	Buy	3,722 +2	+0.1%	+$248	0.01%	739
2026 Q1	$438K	Buy	+3,720	New	+$462K	0.01%	716
2020 Q1	–	Sell	-36,288	Closed	-$2.5M	–	350
2019 Q4	$2.5M	Buy	36,288 +138	+0.4%	+$9.16K	0.56%	49
2019 Q3	$2.33M	Sell	36,150 -648	-2%	-$41.2K	0.56%	52
2019 Q2	$2.31M	Buy	+36,798	New	+$2.27M	0.58%	48

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

Great Valley Advisor Group's IYF Position: Q2 2026 in Review

Great Valley Advisor Group increased its iShares US Financials ETF (IYF) stake by 0.05% in Q2 2026, buying an estimated $248 and bringing the position to 3,722 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #739.

Great Valley Advisor Group first reported a position in IYF in Q2 2019 and has held it in 5 quarters since. The position peaked at $2.5M in Q4 2019. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Great Valley Advisor Group held 3,722 shares of iShares US Financials ETF worth $475K as of Q2 2026.
Great Valley Advisor Group bought 2 iShares US Financials ETF shares in Q2 2026, an estimated $248.
iShares US Financials ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #739 holding.
Great Valley Advisor Group first reported a position in iShares US Financials ETF in Q2 2019 and has held it in 5 quarters since.
Great Valley Advisor Group's iShares US Financials ETF position peaked at $2.5M in Q4 2019.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.