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Larson Financial Group’s iShares US Financials ETF IYF Stock Holding History

Larson Financial Group’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 		$423K Buy
3,598
+192
+6% +$23.8K 0.01% 524
2025
Q4 		$439K Buy
3,406
+18
+0.5% +$2.25K 0.01% 498
2025
Q3 		$429K Buy
3,388
+309
+10% +$38.2K 0.02% 505
2025
Q2 		$373K Buy
3,079
+184
+6% +$20.7K 0.01% 513
2025
Q1 		$327K Buy
2,895
+102
+4% +$11.7K 0.02% 502
2024
Q4 		$309K Buy
2,793
+25
+0.9% +$2.78K 0.02% 470
2024
Q3 		$288K Buy
2,768
+145
+6% +$14.5K 0.02% 485
2024
Q2 		$248K Buy
2,623
+124
+5% +$11.6K 0.02% 408
2024
Q1 		$239K Buy
2,499
+70
+3% +$6.24K 0.02% 360
2023
Q4 		$207K Buy
2,429
+121
+5% +$9.43K 0.02% 345
2023
Q3 		$173K Buy
2,308
+275
+14% +$21.2K 0.02% 353
2023
Q2 		$152K Buy
2,033
+57
+3% +$4.11K 0.02% 361
2023
Q1 		$141K Buy
1,976
+95
+5% +$7.31K 0.02% 371
2022
Q4 		$142K Sell
1,881
-66
-3% -$4.95K 0.02% 348
2022
Q3 		$132K Buy
1,947
+1,922
+7,688% +$142K 0.02% 323
2022
Q2 		$2K Buy
+25
New +$1.91K ﹤0.01% 1038

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Larson Financial Group's IYF Position: Q1 2026 in Review

Larson Financial Group increased its iShares US Financials ETF (IYF) stake by 5.6% in Q1 2026, buying an estimated $23.8K and bringing the position to 3,598 shares worth $423K. The position accounts for 0.01% of the portfolio, ranked #524.

Larson Financial Group first reported a position in IYF in Q2 2022 and has held it in 16 quarters since. The position peaked at $439K in Q4 2025. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

  • Larson Financial Group held 3,598 shares of iShares US Financials ETF worth $423K as of Q1 2026.
  • Larson Financial Group bought 192 iShares US Financials ETF shares in Q1 2026, an estimated $23.8K.
  • iShares US Financials ETF made up 0.01% of Larson Financial Group's portfolio in Q1 2026, its #524 holding.
  • Larson Financial Group first reported a position in iShares US Financials ETF in Q2 2022 and has held it in 16 quarters since.
  • Larson Financial Group's iShares US Financials ETF position peaked at $439K in Q4 2025.
  • 465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.