Sound Income Strategies’s iShares US Financials ETF IYF Stock Holding History

Sound Income Strategies’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	-345	Closed	-$40.7K	–	1450
2026 Q1	$40.7K	Buy	345 +13	+4%	+$1.61K	﹤0.01%	894
2025 Q4	$43.1K	Hold	332	–	–	﹤0.01%	853
2025 Q3	$41.4K	Hold	332	–	–	﹤0.01%	601
2025 Q2	$40.2K	Buy	332 +27	+9%	+$3.04K	﹤0.01%	576
2025 Q1	$34.4K	Buy	+305	New	+$34.9K	﹤0.01%	595
2024 Q3	–	Sell	-972	Closed	-$91.9K	–	1454
2024 Q2	$91.9K	Buy	+972	New	+$91K	0.01%	346
2024 Q1	–	Sell	-73	Closed	-$6.24K	–	1398
2023 Q4	$6.24K	Buy	+73	New	+$5.69K	﹤0.01%	840
2020 Q1	–	Sell	-42	Closed	-$3K	–	812
2019 Q4	$3K	Hold	42	–	–	﹤0.01%	533
2019 Q3	$3K	Hold	42	–	–	﹤0.01%	501
2019 Q2	$3K	Hold	42	–	–	﹤0.01%	511
2019 Q1	$2K	Hold	42	–	–	﹤0.01%	551
2018 Q4	$2K	Buy	+42	New	+$2.41K	﹤0.01%	538

Other funds holding IYF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFG

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

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

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sound Income Strategies's IYF Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares US Financials ETF (IYF) in Q2 2026, closing a stake of 345 shares — an estimated $40.7K sold.

Sound Income Strategies first reported a position in IYF in Q4 2018 and held it in 12 quarters. The position peaked at $91.9K in Q2 2024. 340 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Sound Income Strategies reported no remaining iShares US Financials ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 345 iShares US Financials ETF shares in Q2 2026, an estimated $40.7K.
Sound Income Strategies first reported a position in iShares US Financials ETF in Q4 2018 and held it in 12 quarters.
Sound Income Strategies's iShares US Financials ETF position peaked at $91.9K in Q2 2024.
340 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.