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

Realta 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
Q2 		$51.8K Hold
406
– – 0.02% 268
2026
Q1 		$47.8K Hold
406
– – 0.02% 253
2025
Q4 		$52.3K Hold
406
– – 0.02% 248
2025
Q3 		$51.4K Hold
406
– – 0.02% 236
2025
Q2 		$49.1K Hold
406
– – 0.02% 232
2025
Q1 		$45.8K Hold
406
– – 0.02% 237
2024
Q4 		$45.3K Sell
406
-134
-25% -$14.9K 0.02% 259
2024
Q3 		$58.2K Sell
540
-393
-42% -$39.4K 0.03% 236
2024
Q2 		$88.3K Buy
933
+150
+19% +$14K 0.02% 479
2024
Q1 		$74.8K Buy
+783
New +$69.7K 0.02% 511
2023
Q4 		– Sell
-1,009
Closed -$75.3K – 622
2023
Q3 		$75.3K Sell
1,009
-250
-20% -$19.3K 0.02% 491
2023
Q2 		$93.9K Sell
1,259
-2,670
-68% -$193K 0.02% 493
2023
Q1 		$279K Sell
3,929
-1,615
-29% -$124K 0.07% 302
2022
Q4 		$418K Sell
5,544
-103
-2% -$7.72K 0.1% 235
2022
Q3 		$381K Buy
5,647
+2
+0% +$147 0.1% 237
2022
Q2 		$400K Buy
5,645
+181
+3% +$13.8K 0.1% 223
2022
Q1 		$462K Buy
5,464
+439
+9% +$37.8K 0.09% 228
2021
Q4 		$436K Sell
5,025
-276
-5% -$24K 0.1% 241
2021
Q3 		$438K Buy
5,301
+450
+9% +$37.4K 0.1% 224
2021
Q2 		$393K Sell
4,851
-31
-0.6% -$2.49K 0.09% 243
2021
Q1 		$366K Sell
4,882
-842
-15% -$59.9K 0.1% 247
2020
Q4 		$382K Sell
5,724
-2,158
-27% -$133K 0.11% 205
2020
Q3 		$447K Sell
7,882
-1,614
-17% -$92.6K 0.15% 164
2020
Q2 		$523K Sell
9,496
-2,464
-21% -$131K 0.17% 156
2020
Q1 		$582K Buy
11,960
+5,170
+76% +$327K 0.25% 105
2019
Q4 		$462K Sell
6,790
-38
-0.6% -$2.52K 0.13% 197
2019
Q3 		$440K Sell
6,828
-2,534
-27% -$161K 0.12% 195
2019
Q2 		$587K Buy
9,362
+7,744
+479% +$477K 0.16% 151
2019
Q1 		$96K Buy
+1,618
New +$94K 0.04% 399

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

Realta Investment Advisors's IYF Position: Q2 2026 in Review

Realta Investment Advisors held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 406 shares worth $51.8K. The position accounts for 0.02% of the portfolio, ranked #268.

Realta Investment Advisors first reported a position in IYF in Q1 2019 and has held it in 29 quarters since. The position peaked at $587K in Q2 2019. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Realta Investment Advisors held 406 shares of iShares US Financials ETF worth $51.8K as of Q2 2026.
  • Realta Investment Advisors left its iShares US Financials ETF share count unchanged in Q2 2026.
  • iShares US Financials ETF made up 0.02% of Realta Investment Advisors's portfolio in Q2 2026, its #268 holding.
  • Realta Investment Advisors first reported a position in iShares US Financials ETF in Q1 2019 and has held it in 29 quarters since.
  • Realta Investment Advisors's iShares US Financials ETF position peaked at $587K in Q2 2019.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.