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
2026 Q2	$766	Buy	+6	New	+$745	﹤0.01%	910
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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valley National Advisers's IYF Position: Q2 2026 in Review

Valley National Advisers opened a new position in iShares US Financials ETF (IYF) in Q2 2026: 6 shares worth $766. The stake represents ﹤0.01% of the portfolio and ranks #910 among its holdings. This is a return to the name: Valley National Advisers previously reported a position in IYF as recently as Q3 2025.

Valley National Advisers first reported a position in IYF in Q2 2021 and has held it in 11 quarters since. The position peaked at $2K in Q3 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Valley National Advisers held 6 shares of iShares US Financials ETF worth $766 as of Q2 2026.
iShares US Financials ETF was a new Valley National Advisers position in Q2 2026.
iShares US Financials ETF made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #910 holding.
Valley National Advisers first reported a position in iShares US Financials ETF in Q2 2021 and has held it in 11 quarters since.
Valley National Advisers's iShares US Financials ETF position peaked at $2K in Q3 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.