Insigneo Advisory Services’s iShares US Financials ETF IYF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.04M Buy
8,117
+1,155
+17% +$143K 0.04% 305
2026
Q1
$819K Buy
6,962
+2,133
+44% +$265K 0.06% 252
2025
Q4
$623K Buy
4,829
+1,631
+51% +$204K 0.04% 314
2025
Q3
$405K Buy
3,198
+524
+20% +$64.8K 0.03% 428
2025
Q2
$324K Sell
2,674
-1,159
-30% -$131K 0.03% 439
2025
Q1
$433K Buy
3,833
+764
+25% +$87.5K 0.04% 336
2024
Q4
$339K Hold
3,069
0.04% 392
2024
Q3
$319K Buy
3,069
+649
+27% +$65.1K 0.03% 433
2024
Q2
$227K Sell
2,420
-649
-21% -$60.8K 0.03% 474
2024
Q1
$294K Hold
3,069
0.03% 388
2023
Q4
$262K Hold
3,069
0.04% 362
2023
Q3
$231K Buy
+3,069
New +$237K 0.05% 338

Other funds holding IYF

Insigneo Advisory Services's IYF Position: Q2 2026 in Review

Insigneo Advisory Services increased its iShares US Financials ETF (IYF) stake by 17% in Q2 2026, buying an estimated $143K and bringing the position to 8,117 shares worth $1.04M. The position accounts for 0.04% of the portfolio, ranked #305.

Insigneo Advisory Services first reported a position in IYF in Q3 2023 and has held it in 12 quarters since. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Insigneo Advisory Services held 8,117 shares of iShares US Financials ETF worth $1.04M as of Q2 2026.
  • Insigneo Advisory Services bought 1,155 iShares US Financials ETF shares in Q2 2026, an estimated $143K.
  • iShares US Financials ETF made up 0.04% of Insigneo Advisory Services's portfolio in Q2 2026, its #305 holding.
  • Insigneo Advisory Services first reported a position in iShares US Financials ETF in Q3 2023 and has held it in 12 quarters since.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.