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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
Q3 		$41.8K Sell
333
-73
-18% -$9.81K 0.01% 270
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

FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
MCM
Magnolia Capital Management Cold Spring, New York $141M AUM 20.1% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Realta Investment Advisors's IYF Position: Q3 2026 in Review

Realta Investment Advisors reduced its iShares US Financials ETF (IYF) stake by 18% in Q3 2026, selling an estimated $9.81K and leaving 333 shares worth $41.8K. The position accounts for 0.01% of the portfolio, ranked #270.

Realta Investment Advisors first reported a position in IYF in Q1 2019 and has held it in 30 quarters since. The position peaked at $587K in Q2 2019. 41 funds tracked by Wall St. Rank hold IYF as of Q3 2026.

  • Realta Investment Advisors held 333 shares of iShares US Financials ETF worth $41.8K as of Q3 2026.
  • Realta Investment Advisors sold 73 iShares US Financials ETF shares in Q3 2026, an estimated $9.81K.
  • iShares US Financials ETF made up 0.01% of Realta Investment Advisors's portfolio in Q3 2026, its #270 holding.
  • Realta Investment Advisors first reported a position in iShares US Financials ETF in Q1 2019 and has held it in 30 quarters since.
  • Realta Investment Advisors's iShares US Financials ETF position peaked at $587K in Q2 2019.
  • 41 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.