Sowell Financial Services’s iShares US Financials ETF IYF Stock Holding History

Sowell Financial Services’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	$343K	Buy	2,688 +4	+0.1%	+$497	0.01%	808
2026 Q1	$316K	Buy	2,684 +6	+0.2%	+$745	0.01%	816
2025 Q4	$345K	Buy	2,678 +280	+12%	+$35K	0.01%	769
2025 Q3	$304K	Buy	2,398 +124	+5%	+$15.3K	0.01%	807
2025 Q2	$275K	Sell	2,274 -217	-9%	-$24.5K	0.01%	823
2025 Q1	$281K	Buy	+2,491	New	+$285K	0.01%	794
2021 Q2	–	Sell	-7,402	Closed	-$604K	–	1642
2021 Q1	$604K	Buy	7,402 +4,460	+152%	+$317K	0.02%	577
2020 Q4	$196K	Sell	2,942 -1,292	-31%	-$79.7K	0.01%	857
2020 Q3	$240K	Sell	4,234 -250	-6%	-$14.3K	0.01%	675
2020 Q2	$247K	Sell	4,484 -25,248	-85%	-$1.35M	0.01%	649
2020 Q1	$1.45M	Sell	29,732 -16,074	-35%	-$1.02M	0.11%	193
2019 Q4	$3.16M	Buy	45,806 +36,284	+381%	+$2.41M	0.24%	87
2019 Q3	$613K	Buy	+9,522	New	+$605K	0.05%	351
2019 Q1	$597K	Sell	10,104 -412	-4%	-$23.9K	0.07%	285
2018 Q4	$559K	Buy	+10,516	New	+$603K	0.08%	251

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

Sowell Financial Services's IYF Position: Q2 2026 in Review

Sowell Financial Services increased its iShares US Financials ETF (IYF) stake by 0.15% in Q2 2026, buying an estimated $497 and bringing the position to 2,688 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #808.

Sowell Financial Services first reported a position in IYF in Q4 2018 and has held it in 15 quarters since. The position peaked at $3.16M in Q4 2019. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Sowell Financial Services held 2,688 shares of iShares US Financials ETF worth $343K as of Q2 2026.
Sowell Financial Services bought 4 iShares US Financials ETF shares in Q2 2026, an estimated $497.
iShares US Financials ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #808 holding.
Sowell Financial Services first reported a position in iShares US Financials ETF in Q4 2018 and has held it in 15 quarters since.
Sowell Financial Services's iShares US Financials ETF position peaked at $3.16M in Q4 2019.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.