Level Four Advisory Services’s iShares US Financials ETF IYF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$204K Buy
+1,601
New +$199K 0.01% 894
2026
Q1
Sell
-1,601
Closed -$206K 891
2025
Q4
$206K Buy
+1,601
New +$200K 0.01% 799
2024
Q4
Sell
-12,880
Closed -$1.37M 777
2024
Q3
$1.37M Sell
12,880
-543
-4% -$54.5K 0.06% 288
2024
Q2
$1.27M Buy
13,423
+9,050
+207% +$847K 0.06% 284
2024
Q1
$374K Hold
4,373
0.02% 549
2023
Q4
$374K Buy
+4,373
New +$341K 0.02% 546

Other funds holding IYF

Level Four Advisory Services's IYF Position: Q2 2026 in Review

Level Four Advisory Services opened a new position in iShares US Financials ETF (IYF) in Q2 2026: 1,601 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #894 among its holdings. This is a return to the name: Level Four Advisory Services previously reported a position in IYF as recently as Q4 2025.

Level Four Advisory Services first reported a position in IYF in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.37M in Q3 2024. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Level Four Advisory Services held 1,601 shares of iShares US Financials ETF worth $204K as of Q2 2026.
  • iShares US Financials ETF was a new Level Four Advisory Services position in Q2 2026.
  • iShares US Financials ETF made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #894 holding.
  • Level Four Advisory Services first reported a position in iShares US Financials ETF in Q4 2023 and has held it in 6 quarters since.
  • Level Four Advisory Services's iShares US Financials ETF position peaked at $1.37M in Q3 2024.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.