Independent Advisor Alliance’s iShares US Financials ETF IYF Stock Holding History

Independent Advisor Alliance’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	–	Sell	-3,129	Closed	-$368K	–	1377
2026 Q1	$368K	Buy	+3,129	New	+$388K	﹤0.01%	1240
2025 Q1	–	Sell	-2,764	Closed	-$306K	–	1110
2024 Q4	$306K	Buy	+2,764	New	+$308K	﹤0.01%	1137
2020 Q1	–	Sell	-10,542	Closed	-$726K	–	649
2019 Q4	$726K	Buy	+10,542	New	+$700K	0.03%	445

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

Independent Advisor Alliance's IYF Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares US Financials ETF (IYF) in Q2 2026, closing a stake of 3,129 shares — an estimated $368K sold.

Independent Advisor Alliance first reported a position in IYF in Q4 2019 and held it in 3 quarters. The position peaked at $726K in Q4 2019. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Independent Advisor Alliance reported no remaining iShares US Financials ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 3,129 iShares US Financials ETF shares in Q2 2026, an estimated $368K.
Independent Advisor Alliance first reported a position in iShares US Financials ETF in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's iShares US Financials ETF position peaked at $726K in Q4 2019.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.