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

LVW 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 Q3	$284K	Hold	2,263	–	–	0.02%	383
2026 Q2	$289K	Sell	2,263 -163	-7%	-$20.2K	0.02%	360
2026 Q1	$285K	Buy	+2,426	New	+$301K	0.03%	344

Other funds holding IYF

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

LVW Advisors's IYF Position: Q3 2026 in Review

LVW Advisors held its iShares US Financials ETF (IYF) position steady in Q3 2026 at 2,263 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #383.

LVW Advisors first reported a position in IYF in Q1 2026 and has held it in 3 quarters since. The position peaked at $289K in Q2 2026. 245 funds tracked by Wall St. Rank hold IYF as of Q3 2026.

LVW Advisors held 2,263 shares of iShares US Financials ETF worth $284K as of Q3 2026.
LVW Advisors left its iShares US Financials ETF share count unchanged in Q3 2026.
iShares US Financials ETF made up 0.02% of LVW Advisors's portfolio in Q3 2026, its #383 holding.
LVW Advisors first reported a position in iShares US Financials ETF in Q1 2026 and has held it in 3 quarters since.
LVW Advisors's iShares US Financials ETF position peaked at $289K in Q2 2026.
245 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.