IFG
IYF icon

Independent Financial Group’s iShares US Financials ETF IYF Stock Holding History

Independent Financial 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
Q3 		$636K Sell
5,063
-443
-8% -$59.5K 0.01% 885
2026
Q2 		$702K Sell
5,506
-196
-3% -$24.3K 0.01% 835
2026
Q1 		$671K Sell
5,702
-986
-15% -$122K 0.02% 783
2025
Q4 		$862K Sell
6,688
-12,396
-65% -$1.55M 0.02% 678
2025
Q3 		$2.42M Buy
19,084
+608
+3% +$75.2K 0.06% 326
2025
Q2 		$2.24M Buy
18,476
+15,746
+577% +$1.77M 0.06% 311
2025
Q1 		$308K Sell
2,730
-22,253
-89% -$2.55M 0.01% 919
2024
Q4 		$2.76M Buy
24,983
+1,350
+6% +$150K 0.09% 218
2024
Q3 		$2.46M Sell
23,633
-583
-2% -$58.5K 0.09% 225
2024
Q2 		$2.29M Sell
24,216
-2,169
-8% -$203K 0.09% 210
2024
Q1 		$2.52M Sell
26,385
-1,947
-7% -$173K 0.12% 173
2023
Q4 		$2.42M Buy
28,332
+25,476
+892% +$1.99M 0.13% 175
2023
Q3 		$214K Buy
2,856
+24
+0.8% +$1.85K 0.01% 805
2023
Q2 		$211K Buy
+2,832
New +$204K 0.01% 800
2022
Q1 		– Sell
-4,746
Closed -$411K – 811
2021
Q4 		$411K Buy
+4,746
New +$413K 0.03% 479

Other funds holding IYF

FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
MCM
Magnolia Capital Management Cold Spring, New York $141M AUM 20.1% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Independent Financial Group's IYF Position: Q3 2026 in Review

Independent Financial Group reduced its iShares US Financials ETF (IYF) stake by 8% in Q3 2026, selling an estimated $59.5K and leaving 5,063 shares worth $636K. The position accounts for 0.01% of the portfolio, ranked #885.

Independent Financial Group first reported a position in IYF in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.76M in Q4 2024. 36 funds tracked by Wall St. Rank hold IYF as of Q3 2026.

  • Independent Financial Group held 5,063 shares of iShares US Financials ETF worth $636K as of Q3 2026.
  • Independent Financial Group sold 443 iShares US Financials ETF shares in Q3 2026, an estimated $59.5K.
  • iShares US Financials ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #885 holding.
  • Independent Financial Group first reported a position in iShares US Financials ETF in Q4 2021 and has held it in 15 quarters since.
  • Independent Financial Group's iShares US Financials ETF position peaked at $2.76M in Q4 2024.
  • 36 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.