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J.W. Cole Advisors’s iShares US Financials ETF IYF Stock Holding History

J.W. Cole Advisors’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 		$2.24M Buy
+17,555
New +$2.18M 0.04% 460
2026
Q1 		– Sell
-16,556
Closed -$788K – 1137
2025
Q4 		$788K Sell
16,556
-136
-0.8% -$17K 0.02% 722
2025
Q3 		$2.11M Buy
16,692
+93
+0.6% +$11.5K 0.04% 429
2025
Q2 		$2.01M Buy
16,599
+11,226
+209% +$1.27M 0.04% 415
2025
Q1 		$606K Sell
5,373
-6,865
-56% -$786K 0.02% 710
2024
Q4 		$1.35M Sell
12,238
-3,079
-20% -$343K 0.05% 337
2024
Q3 		$1.59M Buy
15,317
+822
+6% +$82.4K 0.07% 293
2024
Q2 		$1.37M Buy
14,495
+632
+5% +$59.2K 0.06% 292
2024
Q1 		$1.32M Buy
13,863
+1,029
+8% +$91.7K 0.07% 283
2023
Q4 		$1.1M Buy
+12,834
New +$1M 0.06% 293
2022
Q1 		– Sell
-6,747
Closed -$585K – 841
2021
Q4 		$585K Buy
+6,747
New +$588K 0.04% 413
2021
Q3 		– Sell
-10,292
Closed -$834K – 625
2021
Q2 		$834K Buy
10,292
+2,183
+27% +$175K 0.07% 309
2021
Q1 		$607K Buy
+8,109
New +$577K 0.06% 337
2020
Q4 		– Sell
-7,040
Closed -$399K – 760
2020
Q3 		$399K Buy
+7,040
New +$404K 0.03% 471

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

J.W. Cole Advisors's IYF Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares US Financials ETF (IYF) in Q2 2026: 17,555 shares worth $2.24M. The stake represents 0.04% of the portfolio and ranks #460 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in IYF as recently as Q4 2025.

J.W. Cole Advisors first reported a position in IYF in Q3 2020 and has held it in 14 quarters since. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • J.W. Cole Advisors held 17,555 shares of iShares US Financials ETF worth $2.24M as of Q2 2026.
  • iShares US Financials ETF was a new J.W. Cole Advisors position in Q2 2026.
  • iShares US Financials ETF made up 0.04% of J.W. Cole Advisors's portfolio in Q2 2026, its #460 holding.
  • J.W. Cole Advisors first reported a position in iShares US Financials ETF in Q3 2020 and has held it in 14 quarters since.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.