Mount Yale Investment Advisors’s iShares US Financials ETF IYF Stock Holding History

Mount Yale Investment 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 Q1	$223K	Buy	+1,893	New	+$235K	0.01%	1013

Other funds holding IYF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mount Yale Investment Advisors's IYF Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in iShares US Financials ETF (IYF) in Q1 2026: 1,893 shares worth $223K. The stake represents 0.01% of the portfolio and ranks #1013 among its holdings.

465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

Mount Yale Investment Advisors held 1,893 shares of iShares US Financials ETF worth $223K as of Q1 2026.
iShares US Financials ETF was a new Mount Yale Investment Advisors position in Q1 2026.
iShares US Financials ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1013 holding.
465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.