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

Parallel 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 		$51.5K Sell
404
-9
-2% -$1.12K ﹤0.01% 2120
2026
Q1 		$48.6K Buy
413
+9
+2% +$1.12K ﹤0.01% 2013
2025
Q4 		$52.2K Buy
404
+72
+22% +$9.01K ﹤0.01% 1827
2025
Q3 		$42.1K Hold
332
– – ﹤0.01% 1874
2025
Q2 		$40.2K Hold
332
– – ﹤0.01% 1853
2025
Q1 		$37.5K Hold
332
– – ﹤0.01% 1804
2024
Q4 		$36.7K Hold
332
– – ﹤0.01% 1821
2024
Q3 		$34.5K Buy
332
+30
+10% +$3.01K ﹤0.01% 1816
2024
Q2 		$28.6K Hold
302
– – ﹤0.01% 1795
2024
Q1 		$28.9K Hold
302
– – ﹤0.01% 1777
2023
Q4 		$25.8K Sell
302
-138
-31% -$10.8K ﹤0.01% 1786
2023
Q3 		$32.9K Hold
440
– – ﹤0.01% 1599
2023
Q2 		$32.8K Hold
440
– – ﹤0.01% 1610
2023
Q1 		$31.3K Hold
440
– – ﹤0.01% 1613
2022
Q4 		$33.2K Hold
440
– – ﹤0.01% 1472
2022
Q3 		$30K Hold
440
– – ﹤0.01% 1496
2022
Q2 		$31K Hold
440
– – ﹤0.01% 1470
2022
Q1 		$38K Hold
440
– – ﹤0.01% 1411
2021
Q4 		$38K Buy
440
+138
+46% +$12K ﹤0.01% 1473
2021
Q3 		$25K Hold
302
– – ﹤0.01% 1617
2021
Q2 		$24K Hold
302
– – ﹤0.01% 1584
2021
Q1 		$23K Buy
+302
New +$21.5K ﹤0.01% 1516
2019
Q3 		– Sell
-1,300
Closed -$82K – 2444
2019
Q2 		$82K Sell
1,300
-100
-7% -$6.16K 0.01% 726
2019
Q1 		$83K Sell
1,400
-400
-22% -$23.2K 0.01% 665
2018
Q4 		$95K Sell
1,800
-2,060
-53% -$118K 0.01% 552
2018
Q3 		$234K Buy
3,860
+500
+15% +$30.6K 0.03% 355
2018
Q2 		$196K Hold
3,360
– – 0.03% 359
2018
Q1 		$198K Buy
3,360
+100
+3% +$6.07K 0.03% 331
2017
Q4 		$195K Sell
3,260
-300
-8% -$17.4K 0.03% 325
2017
Q3 		$203K Hold
3,560
– – 0.03% 314
2017
Q2 		$195K Hold
3,560
– – 0.04% 318
2017
Q1 		$186K Buy
3,560
+2,860
+409% +$149K 0.04% 304
2016
Q4 		$36K Buy
+700
New +$33.4K 0.01% 675

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

Parallel Advisors's IYF Position: Q2 2026 in Review

Parallel Advisors reduced its iShares US Financials ETF (IYF) stake by 2.2% in Q2 2026, selling an estimated $1.12K and leaving 404 shares worth $51.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2120.

Parallel Advisors first reported a position in IYF in Q4 2016 and has held it in 33 quarters since. The position peaked at $234K in Q3 2018. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Parallel Advisors held 404 shares of iShares US Financials ETF worth $51.5K as of Q2 2026.
  • Parallel Advisors sold 9 iShares US Financials ETF shares in Q2 2026, an estimated $1.12K.
  • iShares US Financials ETF made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #2120 holding.
  • Parallel Advisors first reported a position in iShares US Financials ETF in Q4 2016 and has held it in 33 quarters since.
  • Parallel Advisors's iShares US Financials ETF position peaked at $234K in Q3 2018.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.