Harmony Asset Management’s iShares US Financials ETF IYF Stock Holding History

Harmony Asset Management’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	$388K	Sell	3,086 -155	-5%	-$20.8K	0.1%	149
2026 Q2	$413K	Sell	3,241 -7,531	-70%	-$935K	0.11%	142
2026 Q1	$1.27M	Buy	10,772 +351	+3%	+$43.6K	0.39%	65
2025 Q4	$1.34M	Sell	10,421 -5,867	-36%	-$734K	0.45%	55
2025 Q3	$2.06M	Buy	16,288 +4,095	+34%	+$507K	0.71%	37
2025 Q2	$1.48M	Sell	12,193 -726	-6%	-$81.8K	0.55%	51
2025 Q1	$1.46M	Sell	12,919 -1,072	-8%	-$123K	0.61%	47
2024 Q4	$1.55M	Sell	13,991 -5,676	-29%	-$632K	0.61%	43
2024 Q3	$2.04M	Buy	19,667 +2,143	+12%	+$215K	0.75%	41
2024 Q2	$1.66M	Buy	17,524 +442	+3%	+$41.4K	0.69%	40
2024 Q1	$1.63M	Buy	17,082 +5,063	+42%	+$451K	0.67%	43
2023 Q4	$1.03M	Buy	+12,019	New	+$937K	0.43%	58

Other funds holding IYF

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

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

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Kennicott Capital Management Corte Madera, California $221M AUM 16.12% 1-Year Est. Return

Harmony Asset Management's IYF Position: Q3 2026 in Review

Harmony Asset Management reduced its iShares US Financials ETF (IYF) stake by 4.8% in Q3 2026, selling an estimated $20.8K and leaving 3,086 shares worth $388K. The position accounts for 0.1% of the portfolio, ranked #149.

Harmony Asset Management first reported a position in IYF in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.06M in Q3 2025. 135 funds tracked by Wall St. Rank hold IYF as of Q3 2026.

Harmony Asset Management held 3,086 shares of iShares US Financials ETF worth $388K as of Q3 2026.
Harmony Asset Management sold 155 iShares US Financials ETF shares in Q3 2026, an estimated $20.8K.
iShares US Financials ETF made up 0.1% of Harmony Asset Management's portfolio in Q3 2026, its #149 holding.
Harmony Asset Management first reported a position in iShares US Financials ETF in Q4 2023 and has held it in 12 quarters since.
Harmony Asset Management's iShares US Financials ETF position peaked at $2.06M in Q3 2025.
135 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2026.

Based on Harmony Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.