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IYF icon

TrueWealth Advisors’s iShares US Financials ETF IYF Stock Holding History

TrueWealth 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
Q3 		$396K Hold
3,155
– – 0.09% 172
2026
Q2 		$402K Hold
3,155
– – 0.09% 166
2026
Q1 		$371K Hold
3,155
– – 0.09% 174
2025
Q4 		$407K Buy
3,155
+782
+33% +$97.8K 0.11% 161
2025
Q3 		$301K Hold
2,373
– – 0.08% 182
2025
Q2 		$287K Hold
2,373
– – 0.09% 180
2025
Q1 		$268K Hold
2,373
– – 0.09% 176
2024
Q4 		$262K Sell
2,373
-15
-0.6% -$1.67K 0.09% 186
2024
Q3 		$248K Hold
2,388
– – 0.08% 189
2024
Q2 		$226K Hold
2,388
– – 0.08% 207
2024
Q1 		$228K Hold
2,388
– – 0.09% 192
2023
Q4 		$204K Sell
2,388
-646
-21% -$50.4K 0.08% 191
2023
Q3 		$227K Sell
3,034
-531
-15% -$40.9K 0.1% 171
2023
Q2 		$266K Sell
3,565
-517
-13% -$37.3K 0.11% 151
2023
Q1 		$290K Buy
4,082
+554
+16% +$42.6K 0.12% 140
2022
Q4 		$266K Sell
3,528
-729
-17% -$54.6K 0.12% 141
2022
Q3 		$288K Sell
4,257
-1,929
-31% -$142K 0.14% 118
2022
Q2 		$433K Sell
6,186
-2,806
-31% -$214K 0.2% 91
2022
Q1 		$779K Hold
8,992
– – 0.35% 63
2021
Q4 		$779K Sell
8,992
-814
-8% -$70.9K 0.35% 63
2021
Q3 		$809K Sell
9,806
-992
-9% -$82.4K 0.46% 53
2021
Q2 		$875K Sell
10,798
-28,093
-72% -$2.26M 0.51% 47
2021
Q1 		$3M Buy
38,891
+7,829
+25% +$557K 1.95% 14
2020
Q4 		$2.13M Buy
+31,062
New +$1.92M 1.83% 18

Other funds holding IYF

FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
MCM
Magnolia Capital Management Cold Spring, New York $141M AUM 20.1% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
MBI
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return

TrueWealth Advisors's IYF Position: Q3 2026 in Review

TrueWealth Advisors held its iShares US Financials ETF (IYF) position steady in Q3 2026 at 3,155 shares worth $396K. The position accounts for 0.09% of the portfolio, ranked #172.

TrueWealth Advisors first reported a position in IYF in Q4 2020 and has held it in 24 quarters since. The position peaked at $3M in Q1 2021. 29 funds tracked by Wall St. Rank hold IYF as of Q3 2026.

  • TrueWealth Advisors held 3,155 shares of iShares US Financials ETF worth $396K as of Q3 2026.
  • TrueWealth Advisors left its iShares US Financials ETF share count unchanged in Q3 2026.
  • iShares US Financials ETF made up 0.09% of TrueWealth Advisors's portfolio in Q3 2026, its #172 holding.
  • TrueWealth Advisors first reported a position in iShares US Financials ETF in Q4 2020 and has held it in 24 quarters since.
  • TrueWealth Advisors's iShares US Financials ETF position peaked at $3M in Q1 2021.
  • 29 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.