HBW Advisory Services’s iShares US Financials ETF IYF Stock Holding History

HBW Advisory Services’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	$1.73M	Buy	13,562 +764	+6%	+$94.8K	0.16%	135
2026 Q1	$1.51M	Buy	12,798 +2,491	+24%	+$309K	0.16%	143
2025 Q4	$1.33M	Buy	10,307 +6,301	+157%	+$788K	0.14%	147
2025 Q3	$507K	Buy	+4,006	New	+$495K	0.06%	259

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

HBW Advisory Services's IYF Position: Q2 2026 in Review

HBW Advisory Services increased its iShares US Financials ETF (IYF) stake by 6% in Q2 2026, buying an estimated $94.8K and bringing the position to 13,562 shares worth $1.73M. The position accounts for 0.16% of the portfolio, ranked #135.

HBW Advisory Services first reported a position in IYF in Q3 2025 and has held it in 4 quarters since. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

HBW Advisory Services held 13,562 shares of iShares US Financials ETF worth $1.73M as of Q2 2026.
HBW Advisory Services bought 764 iShares US Financials ETF shares in Q2 2026, an estimated $94.8K.
iShares US Financials ETF made up 0.16% of HBW Advisory Services's portfolio in Q2 2026, its #135 holding.
HBW Advisory Services first reported a position in iShares US Financials ETF in Q3 2025 and has held it in 4 quarters since.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.