Provenance Wealth Advisors’s iShares US Financials ETF IYF Stock Holding History

Provenance Wealth 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	$62.2K	Hold	488	–	–	0.01%	213
2026 Q1	$57.4K	Sell	488 -202	-29%	-$25.1K	0.01%	195
2025 Q4	$89K	Hold	690	–	–	0.01%	160
2025 Q3	$87.4K	Hold	690	–	–	0.01%	170
2025 Q2	$83.5K	Sell	690 -78	-10%	-$8.79K	0.01%	175
2025 Q1	$86.7K	Hold	768	–	–	0.01%	193
2024 Q4	$84.9K	Hold	768	–	–	0.01%	198
2024 Q3	$79.8K	Hold	768	–	–	0.01%	210
2024 Q2	$72.6K	Hold	768	–	–	0.01%	193
2024 Q1	$73.5K	Hold	768	–	–	0.01%	203
2023 Q4	$65.6K	Hold	768	–	–	0.01%	191
2023 Q3	$57.4K	Buy	+768	New	+$59.2K	0.01%	168

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

Provenance Wealth Advisors's IYF Position: Q2 2026 in Review

Provenance Wealth Advisors held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 488 shares worth $62.2K. The position accounts for 0.01% of the portfolio, ranked #213.

Provenance Wealth Advisors first reported a position in IYF in Q3 2023 and has held it in 12 quarters since. The position peaked at $89K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Provenance Wealth Advisors held 488 shares of iShares US Financials ETF worth $62.2K as of Q2 2026.
Provenance Wealth Advisors left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up 0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #213 holding.
Provenance Wealth Advisors first reported a position in iShares US Financials ETF in Q3 2023 and has held it in 12 quarters since.
Provenance Wealth Advisors's iShares US Financials ETF position peaked at $89K in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.