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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
Q2 		$496K Buy
3,893
+295
+8% +$36.6K 0.01% 555
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 $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

Larson Financial Group's IYF Position: Q2 2026 in Review

Larson Financial Group increased its iShares US Financials ETF (IYF) stake by 8.2% in Q2 2026, buying an estimated $36.6K and bringing the position to 3,893 shares worth $496K. The position accounts for 0.01% of the portfolio, ranked #555.

Larson Financial Group first reported a position in IYF in Q2 2022 and has held it in 17 quarters since. 462 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Larson Financial Group held 3,893 shares of iShares US Financials ETF worth $496K as of Q2 2026.
  • Larson Financial Group bought 295 iShares US Financials ETF shares in Q2 2026, an estimated $36.6K.
  • iShares US Financials ETF made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #555 holding.
  • Larson Financial Group first reported a position in iShares US Financials ETF in Q2 2022 and has held it in 17 quarters since.
  • 462 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.