HF Advisory Group’s iShares US Financials ETF IYF Stock Holding History

HF Advisory 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	$976K	Buy	7,655 +392	+5%	+$48.7K	0.3%	100
2026 Q1	$855K	Sell	7,263 -303	-4%	-$37.6K	0.29%	101
2025 Q4	$975K	Buy	7,566 +222	+3%	+$27.8K	0.34%	97
2025 Q3	$930K	Buy	7,344 +574	+8%	+$71K	0.34%	97
2025 Q2	$819K	Buy	6,770 +237	+4%	+$26.7K	0.32%	101
2025 Q1	$737K	Sell	6,533 -26	-0.4%	-$2.98K	0.32%	107
2024 Q4	$725K	Sell	6,559 -34	-0.5%	-$3.79K	0.33%	101
2024 Q3	$685K	Buy	6,593 +1,068	+19%	+$107K	0.32%	110
2024 Q2	$522K	Buy	5,525 +455	+9%	+$42.6K	0.27%	121
2024 Q1	$485K	Buy	5,070 +143	+3%	+$12.7K	0.27%	113
2023 Q4	$421K	Buy	4,927 +273	+6%	+$21.3K	0.27%	113
2023 Q3	$355K	Buy	4,654 +148	+3%	+$11.4K	0.26%	115
2023 Q2	$336K	Buy	4,506 +215	+5%	+$15.5K	0.27%	110
2023 Q1	$305K	Buy	4,291 +5	+0.1%	+$385	0.27%	104
2022 Q4	$323K	Buy	+4,286	New	+$321K	0.33%	99

Other funds holding IYF

MFG

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

FCFC

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

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AWM

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

KCM

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

CRWM

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HF Advisory Group's IYF Position: Q2 2026 in Review

HF Advisory Group increased its iShares US Financials ETF (IYF) stake by 5.4% in Q2 2026, buying an estimated $48.7K and bringing the position to 7,655 shares worth $976K. The position accounts for 0.3% of the portfolio, ranked #100.

HF Advisory Group first reported a position in IYF in Q4 2022 and has held it in 15 quarters since. 63 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

HF Advisory Group held 7,655 shares of iShares US Financials ETF worth $976K as of Q2 2026.
HF Advisory Group bought 392 iShares US Financials ETF shares in Q2 2026, an estimated $48.7K.
iShares US Financials ETF made up 0.3% of HF Advisory Group's portfolio in Q2 2026, its #100 holding.
HF Advisory Group first reported a position in iShares US Financials ETF in Q4 2022 and has held it in 15 quarters since.
63 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.