Kovack Advisors’s iShares US Financials ETF IYF Stock Holding History

Kovack 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 Q1	$2.5M	Sell	21,186 -1,472	-6%	-$183K	0.13%	144
2025 Q4	$2.92M	Buy	22,658 +3,304	+17%	+$413K	0.14%	134
2025 Q3	$2.45M	Sell	19,354 -368	-2%	-$45.5K	0.23%	86
2025 Q2	$2.39M	Buy	19,722 +40	+0.2%	+$4.51K	0.23%	85
2025 Q1	$2.22M	Sell	19,682 -146	-0.7%	-$16.7K	0.24%	85
2024 Q4	$2.19M	Buy	19,828 +897	+5%	+$99.9K	0.22%	82
2024 Q3	$1.97M	Sell	18,931 -1,362	-7%	-$137K	0.21%	93
2024 Q2	$1.92M	Sell	20,293 -860	-4%	-$80.5K	0.21%	103
2024 Q1	$2.02M	Sell	21,153 -11	-0.1%	-$980	0.25%	86
2023 Q4	$1.81M	Sell	21,164 -83	-0.4%	-$6.47K	0.21%	105
2023 Q3	$1.59M	Sell	21,247 -5,865	-22%	-$452K	0.22%	103
2023 Q2	$2.02M	Sell	27,112 -325	-1%	-$23.4K	0.26%	76
2023 Q1	$1.95M	Buy	27,437 +1,032	+4%	+$79.4K	0.27%	78
2022 Q4	$1.99M	Sell	26,405 -5,205	-16%	-$390K	0.29%	73
2022 Q3	$2.13M	Buy	31,610 +462	+1%	+$34K	0.31%	65
2022 Q2	$2.18M	Sell	31,148 -375	-1%	-$28.6K	0.29%	81
2022 Q1	$2.66M	Buy	31,523 +2,336	+8%	+$201K	0.27%	78
2021 Q4	$2.53M	Sell	29,187 -527	-2%	-$45.9K	0.24%	93
2021 Q3	$2.45M	Sell	29,714 -11,563	-28%	-$960K	0.27%	93
2021 Q2	$3.35M	Buy	41,277 +1,836	+5%	+$148K	0.38%	61
2021 Q1	$2.95M	Buy	39,441 +15,077	+62%	+$1.07M	0.38%	64
2020 Q4	$1.63M	Buy	24,364 +2,318	+11%	+$143K	0.23%	110
2020 Q3	$1.25M	Sell	22,046 -12,460	-36%	-$715K	0.22%	114
2020 Q2	$1.9M	Buy	34,506 +882	+3%	+$47.1K	0.37%	72
2020 Q1	$1.64M	Buy	33,624 +186	+0.6%	+$11.8K	0.38%	72
2019 Q4	$2.3M	Buy	33,438 +12,878	+63%	+$855K	0.41%	60
2019 Q3	$1.32M	Sell	20,560 -11,768	-36%	-$748K	0.27%	90
2019 Q2	$2.03M	Buy	32,328 +11,414	+55%	+$703K	0.46%	50
2019 Q1	$1.24M	Sell	20,914 -5,426	-21%	-$315K	0.31%	78
2018 Q4	$1.4M	Buy	26,340 +2,370	+10%	+$136K	0.41%	62
2018 Q3	$1.46M	Sell	23,970 -1,646	-6%	-$101K	0.38%	71
2018 Q2	$1.5M	Buy	25,616 +3,996	+18%	+$238K	0.42%	52
2018 Q1	$1.27M	Sell	21,620 -9,782	-31%	-$593K	0.32%	70
2017 Q4	$1.88M	Buy	31,402 +1,528	+5%	+$88.7K	0.47%	40
2017 Q3	$1.68M	Sell	29,874 -12,996	-30%	-$709K	0.56%	32
2017 Q2	$2.31M	Sell	42,870 -532	-1%	-$27.8K	0.73%	19
2017 Q1	$2.26M	Buy	43,402 +6,534	+18%	+$341K	0.88%	19
2016 Q4	$1.87M	Buy	36,868 +286	+0.8%	+$13.7K	0.89%	23
2016 Q3	$1.65M	Sell	36,582 -708	-2%	-$31.7K	0.8%	25
2016 Q2	$1.6M	Buy	37,290 +2,312	+7%	+$100K	0.85%	24
2016 Q1	$1.48M	Sell	34,978 -10,396	-23%	-$422K	0.93%	24
2015 Q4	$2M	Buy	45,374 +80	+0.2%	+$3.56K	1.32%	15
2015 Q3	$1.91M	Buy	45,294 +1,490	+3%	+$66.5K	1.33%	13
2015 Q2	$1.97M	Buy	43,804 +1,118	+3%	+$50.6K	1.39%	16
2015 Q1	$1.9M	Buy	42,686 +5,994	+16%	+$266K	1.61%	13
2014 Q4	$1.66M	Buy	36,692 +19,228	+110%	+$836K	1.71%	10
2014 Q3	$731K	Sell	17,464 -17,346	-50%	-$727K	1.08%	19
2014 Q2	$1.45M	Buy	34,810 +24,560	+240%	+$998K	2.1%	9
2014 Q1	$396K	Buy	+10,250	New	+$410K	1.35%	19

Other funds holding IYF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kovack Advisors's IYF Position: Q1 2026 in Review

Kovack Advisors reduced its iShares US Financials ETF (IYF) stake by 6.5% in Q1 2026, selling an estimated $183K and leaving 21,186 shares worth $2.5M. The position accounts for 0.13% of the portfolio, ranked #144.

Kovack Advisors first reported a position in IYF in Q1 2014 and has held it in 49 quarters since. The position peaked at $3.35M in Q2 2021. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

Kovack Advisors held 21,186 shares of iShares US Financials ETF worth $2.5M as of Q1 2026.
Kovack Advisors sold 1,472 iShares US Financials ETF shares in Q1 2026, an estimated $183K.
iShares US Financials ETF made up 0.13% of Kovack Advisors's portfolio in Q1 2026, its #144 holding.
Kovack Advisors first reported a position in iShares US Financials ETF in Q1 2014 and has held it in 49 quarters since.
Kovack Advisors's iShares US Financials ETF position peaked at $3.35M in Q2 2021.
465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.