JFS Wealth Advisors’s iShares US Financials ETF IYF Stock Holding History

JFS Wealth 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	$82.4K	Buy	646 +2	+0.3%	+$248	﹤0.01%	461
2026 Q1	$75.8K	Buy	644 +3	+0.5%	+$372	﹤0.01%	444
2025 Q4	$82.7K	Buy	641 +3	+0.5%	+$375	﹤0.01%	440
2025 Q3	$80.8K	Buy	638 +2	+0.3%	+$247	﹤0.01%	435
2025 Q2	$77K	Buy	636 +2	+0.3%	+$225	﹤0.01%	407
2025 Q1	$71.6K	Buy	634 +2	+0.3%	+$229	﹤0.01%	413
2024 Q4	$69.9K	Buy	632 +2	+0.3%	+$223	﹤0.01%	405
2024 Q3	$65.4K	Buy	630 +3	+0.5%	+$301	﹤0.01%	423
2024 Q2	$59.3K	Buy	627 +2	+0.3%	+$187	﹤0.01%	391
2024 Q1	$59.8K	Buy	625 +2	+0.3%	+$178	﹤0.01%	395
2023 Q4	$53.2K	Buy	623 +6	+1%	+$468	﹤0.01%	394
2023 Q3	$46.1K	Hold	617	–	–	﹤0.01%	386
2023 Q2	$46K	Buy	617 +2	+0.3%	+$144	﹤0.01%	381
2023 Q1	$43.7K	Buy	615 +3	+0.5%	+$231	﹤0.01%	389
2022 Q4	$46.2K	Buy	612 +12	+2%	+$899	﹤0.01%	374
2022 Q3	$41K	Hold	600	–	–	﹤0.01%	417
2022 Q2	$42K	Hold	600	–	–	﹤0.01%	426
2022 Q1	$51K	Buy	+600	New	+$51.7K	﹤0.01%	425
2018 Q3	–	Sell	-58	Closed	-$3K	–	535
2018 Q2	$3K	Hold	58	–	–	﹤0.01%	425
2018 Q1	$3K	Hold	58	–	–	﹤0.01%	453
2017 Q4	$3K	Hold	58	–	–	﹤0.01%	465
2017 Q3	$3K	Hold	58	–	–	﹤0.01%	409
2017 Q2	$3K	Hold	58	–	–	﹤0.01%	388
2017 Q1	$3K	Hold	58	–	–	﹤0.01%	410
2016 Q4	$3K	Hold	58	–	–	﹤0.01%	410
2016 Q3	$3K	Hold	58	–	–	﹤0.01%	445
2016 Q2	$2K	Hold	58	–	–	﹤0.01%	468
2016 Q1	$2K	Hold	58	–	–	﹤0.01%	519
2015 Q4	$3K	Hold	58	–	–	﹤0.01%	487
2015 Q3	$2K	Hold	58	–	–	﹤0.01%	440
2015 Q2	$3K	Hold	58	–	–	﹤0.01%	444
2015 Q1	$3K	Hold	58	–	–	﹤0.01%	445
2014 Q4	$3K	Hold	58	–	–	﹤0.01%	463
2014 Q3	$2K	Hold	58	–	–	﹤0.01%	432
2014 Q2	$2K	Buy	+58	New	+$2.36K	﹤0.01%	429

Other funds holding IYF

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Kennicott Capital Management Corte Madera, California $216M AUM 24% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return