SeaCrest Wealth Management’s iShares US Financials ETF IYF Stock Holding History

SeaCrest Wealth Management’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	$314K	Buy	2,464 +58	+2%	+$7.2K	0.03%	399
2026 Q1	$283K	Buy	2,406 +6	+0.3%	+$745	0.03%	487
2025 Q4	$314K	Buy	2,400 +1	+0%	+$125	0.03%	446
2025 Q3	$300K	Buy	2,399 +90	+4%	+$11.1K	0.03%	464
2025 Q2	$279K	Sell	2,309 -89	-4%	-$10K	0.03%	475
2025 Q1	$271K	Buy	2,398 +217	+10%	+$24.9K	0.03%	517
2024 Q4	$241K	Sell	2,181 -1	-0%	-$111	0.03%	563
2024 Q3	$227K	Buy	2,182 +1	+0%	+$100	0.02%	579
2024 Q2	$206K	Hold	2,181	–	–	0.02%	572
2024 Q1	$209K	Buy	+2,181	New	+$194K	0.03%	556

Other funds holding IYF

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Kennicott Capital Management Corte Madera, California $216M AUM 24% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return