Silver Oak Securities’s iShares US Financials ETF IYF Stock Holding History

Silver Oak Securities’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	$290K	Buy	2,278 +14	+0.6%	+$1.74K	0.02%	651
2026 Q1	$266K	Buy	2,264 +11	+0.5%	+$1.36K	0.02%	645
2025 Q4	$293K	Sell	2,253 -3,054	-58%	-$382K	0.02%	643
2025 Q3	$672K	Buy	5,307 +917	+21%	+$113K	0.05%	355
2025 Q2	$531K	Buy	4,390 +1,252	+40%	+$141K	0.04%	394
2025 Q1	$350K	Buy	+3,138	New	+$359K	0.03%	462

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

Silver Oak Securities's IYF Position: Q2 2026 in Review

Silver Oak Securities increased its iShares US Financials ETF (IYF) stake by 0.62% in Q2 2026, buying an estimated $1.74K and bringing the position to 2,278 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #651.

Silver Oak Securities first reported a position in IYF in Q1 2025 and has held it in 6 quarters since. The position peaked at $672K in Q3 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Silver Oak Securities held 2,278 shares of iShares US Financials ETF worth $290K as of Q2 2026.
Silver Oak Securities bought 14 iShares US Financials ETF shares in Q2 2026, an estimated $1.74K.
iShares US Financials ETF made up 0.02% of Silver Oak Securities's portfolio in Q2 2026, its #651 holding.
Silver Oak Securities first reported a position in iShares US Financials ETF in Q1 2025 and has held it in 6 quarters since.
Silver Oak Securities's iShares US Financials ETF position peaked at $672K in Q3 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.