VNA
IYF icon

Valley National Advisers’s iShares US Financials ETF IYF Stock Holding History

Valley National Advisers’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
2025
Q4 		– Sell
-21
Closed -$2K – 927
2025
Q3 		$2K Buy
+21
New +$2.6K ﹤0.01% 741
2023
Q3 		– Sell
-6
Closed -$1K – 1093
2023
Q2 		$1K Hold
6
– – ﹤0.01% 897
2023
Q1 		$0 Hold
6
– – ﹤0.01% 932
2022
Q4 		$0 Hold
6
– – ﹤0.01% 916
2022
Q3 		$0 Hold
6
– – ﹤0.01% 953
2022
Q2 		$0 Hold
6
– – ﹤0.01% 935
2022
Q1 		$1K Hold
6
– – ﹤0.01% 851
2021
Q4 		$1K Hold
6
– – ﹤0.01% 856
2021
Q3 		$0 Hold
6
– – ﹤0.01% 906
2021
Q2 		$0 Buy
+6
New +$482 ﹤0.01% 915

Other funds holding IYF

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return