JFS Wealth Advisors’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 | $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
PF
PCH
JFS Wealth Advisors's IYF Position: Q2 2026 in Review
JFS Wealth Advisors increased its iShares US Financials ETF (IYF) stake by 0.31% in Q2 2026, buying an estimated $248 and bringing the position to 646 shares worth $82.4K. The position accounts for ﹤0.01% of the portfolio, ranked #461.
JFS Wealth Advisors first reported a position in IYF in Q2 2014 and has held it in 35 quarters since. The position peaked at $82.7K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.
- JFS Wealth Advisors held 646 shares of iShares US Financials ETF worth $82.4K as of Q2 2026.
- JFS Wealth Advisors bought 2 iShares US Financials ETF shares in Q2 2026, an estimated $248.
- iShares US Financials ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #461 holding.
- JFS Wealth Advisors first reported a position in iShares US Financials ETF in Q2 2014 and has held it in 35 quarters since.
- JFS Wealth Advisors's iShares US Financials ETF position peaked at $82.7K in Q4 2025.
- 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.