TS Financial Group (TSFG)’s iShares US Financials ETF IYF Stock Holding History

TS Financial Group (TSFG)’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	$1K	Hold	10	–	–	﹤0.01%	818
2026 Q1	$1K	Buy	+10	New	+$1.24K	﹤0.01%	785
2023 Q1	–	Sell	-1,075	Closed	-$81K	–	982
2022 Q4	$81K	Hold	1,075	–	–	0.03%	220
2022 Q3	$73K	Hold	1,075	–	–	0.03%	212
2022 Q2	$75K	Buy	1,075 +25	+2%	+$1.91K	0.03%	226
2022 Q1	$89K	Buy	1,050 +2	+0.2%	+$172	0.03%	225
2021 Q4	$91K	Buy	1,048 +2	+0.2%	+$174	0.03%	230
2021 Q3	$86K	Buy	1,046 +201	+24%	+$16.7K	0.03%	238
2021 Q2	$68K	Buy	845 +1	+0.1%	+$80	0.03%	276
2021 Q1	$63K	Buy	844 +2	+0.2%	+$142	0.03%	236
2020 Q4	$56K	Buy	842 +680	+420%	+$42K	0.03%	239
2020 Q3	$9K	Hold	162	–	–	0.01%	455
2020 Q2	$9K	Buy	+162	New	+$8.64K	0.01%	450

Other funds holding IYF

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

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 Fairfield, Iowa $43.3B AUM 29.3% 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

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

TS Financial Group (TSFG)'s IYF Position: Q2 2026 in Review

TS Financial Group (TSFG) held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 10 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

TS Financial Group (TSFG) first reported a position in IYF in Q2 2020 and has held it in 13 quarters since. The position peaked at $91K in Q4 2021. 156 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

TS Financial Group (TSFG) held 10 shares of iShares US Financials ETF worth $1K as of Q2 2026.
TS Financial Group (TSFG) left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up ﹤0.01% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #818 holding.
TS Financial Group (TSFG) first reported a position in iShares US Financials ETF in Q2 2020 and has held it in 13 quarters since.
TS Financial Group (TSFG)'s iShares US Financials ETF position peaked at $91K in Q4 2021.
156 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.