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 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

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 Financial Group's IYF Position: Q2 2026 in Review

Independent Financial Group reduced its iShares US Financials ETF (IYF) stake by 3.4% in Q2 2026, selling an estimated $24.3K and leaving 5,506 shares worth $702K. The position accounts for 0.01% of the portfolio, ranked #835.

Independent Financial Group first reported a position in IYF in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.76M in Q4 2024. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Independent Financial Group held 5,506 shares of iShares US Financials ETF worth $702K as of Q2 2026.
Independent Financial Group sold 196 iShares US Financials ETF shares in Q2 2026, an estimated $24.3K.
iShares US Financials ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #835 holding.
Independent Financial Group first reported a position in iShares US Financials ETF in Q4 2021 and has held it in 14 quarters since.
Independent Financial Group's iShares US Financials ETF position peaked at $2.76M in Q4 2024.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.