SFS
IYF icon

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

Symphony 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 		$243K Buy
1,910
+201
+12% +$25K 0.11% 90
2026
Q1 		$201K Hold
1,709
– – 0.1% 96
2025
Q4 		$220K Buy
1,709
+50
+3% +$6.26K 0.11% 93
2025
Q3 		$210K Hold
1,659
– – 0.11% 90
2025
Q2 		$201K Buy
+1,659
New +$187K 0.12% 84

Other funds holding IYF

MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
Commonwealth Equity Services
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
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
SCA
Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

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

Symphony Financial Services increased its iShares US Financials ETF (IYF) stake by 12% in Q2 2026, buying an estimated $25K and bringing the position to 1,910 shares worth $243K. The position accounts for 0.11% of the portfolio, ranked #90.

Symphony Financial Services first reported a position in IYF in Q2 2025 and has held it in 5 quarters since. 187 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Symphony Financial Services held 1,910 shares of iShares US Financials ETF worth $243K as of Q2 2026.
  • Symphony Financial Services bought 201 iShares US Financials ETF shares in Q2 2026, an estimated $25K.
  • iShares US Financials ETF made up 0.11% of Symphony Financial Services's portfolio in Q2 2026, its #90 holding.
  • Symphony Financial Services first reported a position in iShares US Financials ETF in Q2 2025 and has held it in 5 quarters since.
  • 187 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.