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Valeo Financial Advisors’s iShares US Financials ETF IYF Stock Holding History

Valeo Financial 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
Q2 		– Sell
-1,828
Closed -$215K – 862
2026
Q1 		$215K Sell
1,828
-239
-12% -$29.7K 0.01% 670
2025
Q4 		$266K Hold
2,067
– – 0.01% 663
2025
Q3 		$262K Sell
2,067
-400
-16% -$49.5K 0.01% 655
2025
Q2 		$298K Sell
2,467
-2,370
-49% -$267K 0.01% 580
2025
Q1 		$546K Buy
4,837
+138
+3% +$15.8K 0.02% 396
2024
Q4 		$520K Buy
4,699
+985
+27% +$110K 0.01% 402
2024
Q3 		$386K Buy
+3,714
New +$372K 0.01% 468
2021
Q1 		– Sell
-60
Closed -$4K – 2105
2020
Q4 		$4K Sell
60
-946
-94% -$58.4K ﹤0.01% 1419
2020
Q3 		$57K Buy
1,006
+6
+0.6% +$344 0.01% 620
2020
Q2 		$55K Sell
1,000
-290
-22% -$15.5K 0.01% 685
2020
Q1 		$70K Buy
1,290
+290
+29% +$18.4K 0.01% 514
2019
Q4 		$69K Hold
1,000
– – 0.01% 544
2019
Q3 		$64K Hold
1,000
– – 0.01% 531
2019
Q2 		$63K Hold
1,000
– – 0.01% 534
2019
Q1 		$59K Buy
+1,000
New +$58.1K 0.01% 523

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valeo Financial Advisors's IYF Position: Q2 2026 in Review

Valeo Financial Advisors sold out of iShares US Financials ETF (IYF) in Q2 2026, closing a stake of 1,828 shares — an estimated $215K sold.

Valeo Financial Advisors first reported a position in IYF in Q1 2019 and held it in 15 quarters. The position peaked at $546K in Q1 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Valeo Financial Advisors reported no remaining iShares US Financials ETF position as of Q2 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,828 iShares US Financials ETF shares in Q2 2026, an estimated $215K.
  • Valeo Financial Advisors first reported a position in iShares US Financials ETF in Q1 2019 and held it in 15 quarters.
  • Valeo Financial Advisors's iShares US Financials ETF position peaked at $546K in Q1 2025.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.