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SOA Wealth Advisors’s iShares US Financials ETF IYF Stock Holding History

SOA Wealth 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 		$431K Sell
3,384
-461
-12% -$57.2K 0.07% 138
2026
Q1 		$452K Sell
3,845
-362
-9% -$44.9K 0.09% 128
2025
Q4 		$542K Buy
4,207
+19
+0.5% +$2.38K 0.09% 120
2025
Q3 		$530K Buy
4,188
+12
+0.3% +$1.48K 0.09% 121
2025
Q2 		$505K Buy
4,176
+14
+0.3% +$1.58K 0.09% 119
2025
Q1 		$470K Buy
4,162
+13
+0.3% +$1.49K 0.1% 116
2024
Q4 		$459K Buy
4,149
+39
+0.9% +$4.34K 0.08% 117
2024
Q3 		$427K Sell
4,110
-19
-0.5% -$1.91K 0.08% 121
2024
Q2 		$390K Buy
4,129
+14
+0.3% +$1.31K 0.08% 122
2024
Q1 		$394K Buy
4,115
+13
+0.3% +$1.16K 0.08% 123
2023
Q4 		$350K Buy
4,102
+41
+1% +$3.2K 0.08% 124
2023
Q3 		$304K Hold
4,061
– – 0.08% 132
2023
Q2 		$303K Buy
4,061
+16
+0.4% +$1.15K 0.07% 132
2023
Q1 		$288K Buy
4,045
+19
+0.5% +$1.46K 0.07% 127
2022
Q4 		$304K Buy
4,026
+42
+1% +$3.15K 0.08% 116
2022
Q3 		$269K Sell
3,984
-426
-10% -$31.4K 0.08% 121
2022
Q2 		$308K Sell
4,410
-28
-0.6% -$2.14K 0.09% 114
2022
Q1 		$375K Buy
4,438
+18
+0.4% +$1.55K 0.09% 114
2021
Q4 		$383K Buy
4,420
+33
+0.8% +$2.87K 0.09% 112
2021
Q3 		$362K Buy
4,387
+270
+7% +$22.4K 0.09% 120
2021
Q2 		$333K Buy
4,117
+104
+3% +$8.36K 0.09% 125
2021
Q1 		$300K Hold
4,013
– – 0.08% 119
2020
Q4 		$280K Buy
+4,013
New +$248K 0.08% 121

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SOA Wealth Advisors's IYF Position: Q2 2026 in Review

SOA Wealth Advisors reduced its iShares US Financials ETF (IYF) stake by 12% in Q2 2026, selling an estimated $57.2K and leaving 3,384 shares worth $431K. The position accounts for 0.07% of the portfolio, ranked #138.

SOA Wealth Advisors first reported a position in IYF in Q4 2020 and has held it in 23 quarters since. The position peaked at $542K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • SOA Wealth Advisors held 3,384 shares of iShares US Financials ETF worth $431K as of Q2 2026.
  • SOA Wealth Advisors sold 461 iShares US Financials ETF shares in Q2 2026, an estimated $57.2K.
  • iShares US Financials ETF made up 0.07% of SOA Wealth Advisors's portfolio in Q2 2026, its #138 holding.
  • SOA Wealth Advisors first reported a position in iShares US Financials ETF in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's iShares US Financials ETF position peaked at $542K in Q4 2025.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.