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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1M Buy
7,971
+316
+4% +$42.5K 0.3% 94
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

HF Advisory Group's IYF Position: Q3 2026 in Review

HF Advisory Group increased its iShares US Financials ETF (IYF) stake by 4.1% in Q3 2026, buying an estimated $42.5K and bringing the position to 7,971 shares worth $1M. The position accounts for 0.3% of the portfolio, ranked #94.

HF Advisory Group first reported a position in IYF in Q4 2022 and has held it in 16 quarters since. 119 funds tracked by Wall St. Rank hold IYF as of Q3 2026.

  • HF Advisory Group held 7,971 shares of iShares US Financials ETF worth $1M as of Q3 2026.
  • HF Advisory Group bought 316 iShares US Financials ETF shares in Q3 2026, an estimated $42.5K.
  • iShares US Financials ETF made up 0.3% of HF Advisory Group's portfolio in Q3 2026, its #94 holding.
  • HF Advisory Group first reported a position in iShares US Financials ETF in Q4 2022 and has held it in 16 quarters since.
  • 119 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.