KCFA
IYF icon

Key Client Fiduciary Advisors’s iShares US Financials ETF IYF Stock Holding History

Key Client Fiduciary 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 		$387K Buy
3,034
+9
+0.3% +$1.12K 0.11% 152
2026
Q1 		$356K Buy
3,025
+15
+0.5% +$1.86K 0.12% 152
2025
Q4 		$388K Buy
3,010
+13
+0.4% +$1.63K 0.13% 134
2025
Q3 		$380K Buy
2,997
+9
+0.3% +$1.11K 0.13% 140
2025
Q2 		$362K Buy
2,988
+10
+0.3% +$1.13K 0.15% 136
2025
Q1 		$336K Buy
2,978
+9
+0.3% +$1.03K 0.15% 137
2024
Q4 		$328K Buy
2,969
+13
+0.4% +$1.45K 0.15% 139
2024
Q3 		$307K Buy
2,956
+10
+0.3% +$1K 0.14% 145
2024
Q2 		$279K Buy
2,946
+10
+0.3% +$936 0.14% 147
2024
Q1 		$281K Buy
2,936
+5
+0.2% +$445 0.15% 141
2023
Q4 		$250K Buy
2,931
+19
+0.7% +$1.48K 0.15% 148
2023
Q3 		$218K Hold
2,912
– – 0.13% 153
2023
Q2 		$217K Sell
2,912
-3
-0.1% -$216 0.13% 162
2023
Q1 		$207K Buy
2,915
+14
+0.5% +$1.08K 0.13% 156
2022
Q4 		$219K Sell
2,901
-61
-2% -$4.57K 0.15% 143
2022
Q3 		$200K Sell
2,962
-1,238
-29% -$91.2K 0.21% 102
2022
Q2 		$294K Sell
4,200
-6
-0.1% -$458 0.29% 83
2022
Q1 		$356K Buy
4,206
+460
+12% +$39.6K 0.29% 85
2021
Q4 		$325K Buy
+3,746
New +$326K 0.27% 86

Other funds holding IYF

MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
KCM
Kennicott Capital Management Corte Madera, California $216M AUM 24% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return