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

Kingswood 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 		$632K Sell
4,960
-626
-11% -$77.7K 0.03% 538
2026
Q1 		$657K Buy
+5,586
New +$693K 0.03% 480
2025
Q2 		– Sell
-2,782
Closed -$314K – 771
2025
Q1 		$314K Sell
2,782
-794
-22% -$90.9K 0.03% 533
2024
Q4 		$395K Sell
3,576
-1,800
-33% -$200K 0.03% 516
2024
Q3 		$559K Buy
+5,376
New +$539K 0.04% 430

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

Kingswood Wealth Advisors's IYF Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its iShares US Financials ETF (IYF) stake by 11% in Q2 2026, selling an estimated $77.7K and leaving 4,960 shares worth $632K. The position accounts for 0.03% of the portfolio, ranked #538.

Kingswood Wealth Advisors first reported a position in IYF in Q3 2024 and has held it in 5 quarters since. The position peaked at $657K in Q1 2026. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Kingswood Wealth Advisors held 4,960 shares of iShares US Financials ETF worth $632K as of Q2 2026.
  • Kingswood Wealth Advisors sold 626 iShares US Financials ETF shares in Q2 2026, an estimated $77.7K.
  • iShares US Financials ETF made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #538 holding.
  • Kingswood Wealth Advisors first reported a position in iShares US Financials ETF in Q3 2024 and has held it in 5 quarters since.
  • Kingswood Wealth Advisors's iShares US Financials ETF position peaked at $657K in Q1 2026.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.