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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
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
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. 463 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.
  • 463 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.