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Team Financial Group’s iShares US Financials ETF IYF Stock Holding History

Team Financial Group’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
Q3 		$77K Buy
+612
New +$82.2K 0.03% 102
2026
Q2 		– Sell
-609
Closed -$71.6K – 159
2026
Q1 		$71.6K Buy
609
+53
+10% +$6.58K 0.03% 95
2025
Q4 		$71.7K Buy
556
+3
+0.5% +$375 0.03% 86
2025
Q3 		$70.1K Buy
553
+1
+0.2% +$124 0.03% 82
2025
Q2 		$66.8K Buy
+552
New +$62.2K 0.03% 76

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Scotia Capital
Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return

Team Financial Group's IYF Position: Q3 2026 in Review

Team Financial Group opened a new position in iShares US Financials ETF (IYF) in Q3 2026: 612 shares worth $77K. The stake represents 0.03% of the portfolio and ranks #102 among its holdings. This is a return to the name: Team Financial Group previously reported a position in IYF as recently as Q1 2026.

Team Financial Group first reported a position in IYF in Q2 2025 and has held it in 5 quarters since. 363 funds tracked by Wall St. Rank hold IYF as of Q3 2026.

  • Team Financial Group held 612 shares of iShares US Financials ETF worth $77K as of Q3 2026.
  • iShares US Financials ETF was a new Team Financial Group position in Q3 2026.
  • iShares US Financials ETF made up 0.03% of Team Financial Group's portfolio in Q3 2026, its #102 holding.
  • Team Financial Group first reported a position in iShares US Financials ETF in Q2 2025 and has held it in 5 quarters since.
  • 363 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2026.

Based on Team Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.