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	–	2110
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

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Kennicott Capital Management Corte Madera, California $216M AUM 24% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return