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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
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

MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
SCA
Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

LVW Advisors's IYF Position: Q2 2026 in Review

LVW Advisors reduced its iShares US Financials ETF (IYF) stake by 6.7% in Q2 2026, selling an estimated $20.2K and leaving 2,263 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #360.

LVW Advisors first reported a position in IYF in Q1 2026 and has held it in 2 quarters since. 180 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • LVW Advisors held 2,263 shares of iShares US Financials ETF worth $289K as of Q2 2026.
  • LVW Advisors sold 163 iShares US Financials ETF shares in Q2 2026, an estimated $20.2K.
  • iShares US Financials ETF made up 0.02% of LVW Advisors's portfolio in Q2 2026, its #360 holding.
  • LVW Advisors first reported a position in iShares US Financials ETF in Q1 2026 and has held it in 2 quarters since.
  • 180 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.