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

PFG 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	$245K	Sell	1,919 -300	-14%	-$37.2K	0.01%	723
2026 Q1	$261K	Buy	2,219 +176	+9%	+$21.8K	0.01%	693
2025 Q4	$263K	Sell	2,043 -139	-6%	-$17.4K	0.01%	679
2025 Q3	$276K	Buy	+2,182	New	+$270K	0.01%	705
2025 Q2	–	Sell	-2,032	Closed	-$229K	–	708
2025 Q1	$229K	Buy	2,032 +190	+10%	+$21.8K	0.01%	650
2024 Q4	$204K	Buy	+1,842	New	+$205K	0.01%	674
2020 Q1	–	Sell	-3,034	Closed	-$209K	–	312
2019 Q4	$209K	Buy	+3,034	New	+$201K	0.05%	284
2019 Q3	–	Sell	-4,760	Closed	-$309K	–	313
2019 Q2	$309K	Sell	4,760 -2,302	-33%	-$142K	0.08%	242
2019 Q1	$444K	Sell	7,062 -742	-10%	-$43.1K	0.14%	190
2018 Q4	$459K	Sell	7,804 -622	-7%	-$35.6K	0.14%	184
2018 Q3	$480K	Sell	8,426 -1,166	-12%	-$71.4K	0.37%	75
2018 Q2	$562K	Buy	9,592 +438	+5%	+$26.1K	0.5%	59
2018 Q1	$539K	Buy	9,154 +1,218	+15%	+$73.9K	0.51%	54
2017 Q4	$474K	Buy	+7,936	New	+$461K	0.5%	61

Other funds holding IYF

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFG Advisors's IYF Position: Q2 2026 in Review

PFG Advisors reduced its iShares US Financials ETF (IYF) stake by 14% in Q2 2026, selling an estimated $37.2K and leaving 1,919 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #723.

PFG Advisors first reported a position in IYF in Q4 2017 and has held it in 14 quarters since. The position peaked at $562K in Q2 2018. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

PFG Advisors held 1,919 shares of iShares US Financials ETF worth $245K as of Q2 2026.
PFG Advisors sold 300 iShares US Financials ETF shares in Q2 2026, an estimated $37.2K.
iShares US Financials ETF made up 0.01% of PFG Advisors's portfolio in Q2 2026, its #723 holding.
PFG Advisors first reported a position in iShares US Financials ETF in Q4 2017 and has held it in 14 quarters since.
PFG Advisors's iShares US Financials ETF position peaked at $562K in Q2 2018.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.