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IYF icon

Investment Advisory Group’s iShares US Financials ETF IYF Stock Holding History

Investment Advisory 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 		$359K Hold
2,817
– – 0.08% 150
2026
Q1 		$331K Buy
2,817
+101
+4% +$12.5K 0.08% 142
2025
Q4 		$350K Hold
2,716
– – 0.09% 141
2025
Q3 		$344K Sell
2,716
-144
-5% -$17.8K 0.09% 135
2025
Q2 		$346K Hold
2,860
– – 0.1% 126
2025
Q1 		$323K Buy
2,860
+125
+5% +$14.3K 0.11% 124
2024
Q4 		$302K Sell
2,735
-79
-3% -$8.8K 0.1% 124
2024
Q3 		$292K Buy
2,814
+1
+0% +$100 0.1% 133
2024
Q2 		$266K Hold
2,813
– – 0.1% 130
2024
Q1 		$269K Buy
2,813
+1
+0% +$89 0.11% 128
2023
Q4 		$240K Buy
2,812
+2
+0.1% +$156 0.11% 128
2023
Q3 		$210K Hold
2,810
– – 0.11% 133
2023
Q2 		$210K Buy
+2,810
New +$203K 0.11% 133
2023
Q1 		– Sell
-2,808
Closed -$212K – 140
2022
Q4 		$212K Buy
+2,808
New +$210K 0.13% 127
2022
Q2 		– Sell
-2,805
Closed -$235K – 132
2022
Q1 		$235K Buy
2,805
+1
+0% +$86 0.14% 114
2021
Q4 		$251K Buy
+2,804
New +$244K 0.16% 101

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

Investment Advisory Group's IYF Position: Q2 2026 in Review

Investment Advisory Group held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 2,817 shares worth $359K. The position accounts for 0.08% of the portfolio, ranked #150.

Investment Advisory Group first reported a position in IYF in Q4 2021 and has held it in 16 quarters since. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Investment Advisory Group held 2,817 shares of iShares US Financials ETF worth $359K as of Q2 2026.
  • Investment Advisory Group left its iShares US Financials ETF share count unchanged in Q2 2026.
  • iShares US Financials ETF made up 0.08% of Investment Advisory Group's portfolio in Q2 2026, its #150 holding.
  • Investment Advisory Group first reported a position in iShares US Financials ETF in Q4 2021 and has held it in 16 quarters since.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.