HFG Advisors’s iShares US Financials ETF IYF Stock Holding History

HFG Advisors’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	$890K	Hold	6,981	–	–	0.56%	45
2026 Q1	$821K	Hold	6,981	–	–	0.58%	44
2025 Q4	$900K	Hold	6,981	–	–	0.65%	44
2025 Q3	$884K	Sell	6,981 -650	-9%	-$80.4K	0.65%	45
2025 Q2	$923K	Hold	7,631	–	–	0.73%	38
2025 Q1	$861K	Hold	7,631	–	–	0.74%	40
2024 Q4	$844K	Hold	7,631	–	–	0.74%	40
2024 Q3	$793K	Hold	7,631	–	–	0.7%	42
2024 Q2	$722K	Hold	7,631	–	–	0.67%	42
2024 Q1	$730K	Hold	7,631	–	–	0.65%	42
2023 Q4	$652K	Hold	7,631	–	–	0.63%	43
2023 Q3	$570K	Sell	7,631 -640	-8%	-$49.3K	0.62%	40
2023 Q2	$617K	Sell	8,271 -645	-7%	-$46.5K	0.65%	43
2023 Q1	$634K	Hold	8,916	–	–	0.72%	39
2022 Q4	$673K	Buy	8,916 +2,534	+40%	+$190K	0.79%	35
2022 Q3	$431K	Buy	6,382 +257	+4%	+$18.9K	0.6%	41
2022 Q2	$429K	Hold	6,125	–	–	0.58%	43
2022 Q1	$518K	Buy	6,125 +794	+15%	+$68.4K	0.59%	40
2021 Q4	$462K	Buy	+5,331	New	+$464K	0.52%	43

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

HFG Advisors's IYF Position: Q2 2026 in Review

HFG Advisors held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 6,981 shares worth $890K. The position accounts for 0.56% of the portfolio, ranked #45.

HFG Advisors first reported a position in IYF in Q4 2021 and has held it in 19 quarters since. The position peaked at $923K in Q2 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

HFG Advisors held 6,981 shares of iShares US Financials ETF worth $890K as of Q2 2026.
HFG Advisors left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up 0.56% of HFG Advisors's portfolio in Q2 2026, its #45 holding.
HFG Advisors first reported a position in iShares US Financials ETF in Q4 2021 and has held it in 19 quarters since.
HFG Advisors's iShares US Financials ETF position peaked at $923K in Q2 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on HFG Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.