Sequoia Financial Advisors’s iShares US Financials ETF IYF Stock Holding History

Sequoia Financial 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	$389K	Buy	3,049 +10	+0.3%	+$1.24K	﹤0.01%	1500
2026 Q1	$358K	Buy	+3,039	New	+$377K	﹤0.01%	1461
2025 Q4	–	Sell	-2,770	Closed	-$351K	–	1961
2025 Q3	$351K	Buy	2,770 +24	+0.9%	+$2.97K	﹤0.01%	1314
2025 Q2	$332K	Hold	2,746	–	–	﹤0.01%	1221
2025 Q1	$310K	Buy	2,746 +437	+19%	+$50.1K	﹤0.01%	1050
2024 Q4	$255K	Buy	+2,309	New	+$257K	﹤0.01%	1093

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

Sequoia Financial Advisors's IYF Position: Q2 2026 in Review

Sequoia Financial Advisors increased its iShares US Financials ETF (IYF) stake by 0.33% in Q2 2026, buying an estimated $1.24K and bringing the position to 3,049 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #1500.

Sequoia Financial Advisors first reported a position in IYF in Q4 2024 and has held it in 6 quarters since. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Sequoia Financial Advisors held 3,049 shares of iShares US Financials ETF worth $389K as of Q2 2026.
Sequoia Financial Advisors bought 10 iShares US Financials ETF shares in Q2 2026, an estimated $1.24K.
iShares US Financials ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1500 holding.
Sequoia Financial Advisors first reported a position in iShares US Financials ETF in Q4 2024 and has held it in 6 quarters since.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.