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 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return