High Net Worth Advisory Group’s iShares US Financials ETF IYF Stock Holding History

High Net Worth 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	$319K	Hold	2,500	–	–	0.07%	201
2026 Q1	$294K	Hold	2,500	–	–	0.07%	198
2025 Q4	$322K	Hold	2,500	–	–	0.07%	180
2025 Q3	$317K	Hold	2,500	–	–	0.08%	179
2025 Q2	$302K	Hold	2,500	–	–	0.08%	177
2025 Q1	$282K	Hold	2,500	–	–	0.08%	175
2024 Q4	$276K	Hold	2,500	–	–	0.08%	176
2024 Q3	$260K	Hold	2,500	–	–	0.07%	190
2024 Q2	$236K	Hold	2,500	–	–	0.07%	187
2024 Q1	$239K	Hold	2,500	–	–	0.08%	185
2023 Q4	$214K	Buy	+2,500	New	+$195K	0.08%	185
2023 Q1	–	Sell	-2,500	Closed	-$189K	–	391
2022 Q4	$189K	Buy	2,500 +1,000	+67%	+$75K	0.07%	190
2022 Q3	$101K	Hold	1,500	–	–	0.04%	239
2022 Q2	$105K	Hold	1,500	–	–	0.04%	234
2022 Q1	$127K	Hold	1,500	–	–	0.05%	225
2021 Q4	$130K	Buy	+1,500	New	+$131K	0.05%	222

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

High Net Worth Advisory Group's IYF Position: Q2 2026 in Review

High Net Worth Advisory Group held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 2,500 shares worth $319K. The position accounts for 0.07% of the portfolio, ranked #201.

High Net Worth Advisory Group first reported a position in IYF in Q4 2021 and has held it in 16 quarters since. The position peaked at $322K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

High Net Worth Advisory Group held 2,500 shares of iShares US Financials ETF worth $319K as of Q2 2026.
High Net Worth Advisory Group left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up 0.07% of High Net Worth Advisory Group's portfolio in Q2 2026, its #201 holding.
High Net Worth Advisory Group first reported a position in iShares US Financials ETF in Q4 2021 and has held it in 16 quarters since.
High Net Worth Advisory Group's iShares US Financials ETF position peaked at $322K in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.