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Root Financial Partners’s iShares US Financials ETF IYF Stock Holding History

Root Financial Partners’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 		– Sell
-563
Closed -$66.3K – 1822
2026
Q1 		$66.3K Sell
563
-34
-6% -$4.22K ﹤0.01% 736
2025
Q4 		$76.9K Buy
597
+97
+19% +$12.1K ﹤0.01% 560
2025
Q3 		$63.4K Buy
+500
New +$61.8K ﹤0.01% 585

Other funds holding IYF

MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
SCA
Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

Root Financial Partners's IYF Position: Q2 2026 in Review

Root Financial Partners sold out of iShares US Financials ETF (IYF) in Q2 2026, closing a stake of 563 shares — an estimated $66.3K sold.

Root Financial Partners first reported a position in IYF in Q3 2025 and held it in 3 quarters. The position peaked at $76.9K in Q4 2025. 158 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Root Financial Partners reported no remaining iShares US Financials ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 563 iShares US Financials ETF shares in Q2 2026, an estimated $66.3K.
  • Root Financial Partners first reported a position in iShares US Financials ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's iShares US Financials ETF position peaked at $76.9K in Q4 2025.
  • 158 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.