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Valmark Advisers’s iShares US Financials ETF IYF Stock Holding History

Valmark 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 		$850K Buy
6,670
+1
+0% +$124 0.01% 389
2026
Q1 		$785K Sell
6,669
-14
-0.2% -$1.74K 0.01% 392
2025
Q4 		$862K Sell
6,683
-1,399
-17% -$175K 0.01% 360
2025
Q3 		$1.02M Buy
8,082
+26
+0.3% +$3.22K 0.01% 332
2025
Q2 		$975K Buy
8,056
+1,203
+18% +$136K 0.01% 337
2025
Q1 		$773K Buy
6,853
+2,710
+65% +$310K 0.01% 352
2024
Q4 		$458K Buy
4,143
+422
+11% +$47K 0.01% 435
2024
Q3 		$387K Buy
3,721
+894
+32% +$89.7K 0.01% 458
2024
Q2 		$267K Sell
2,827
-276
-9% -$25.8K ﹤0.01% 494
2024
Q1 		$297K Sell
3,103
-103
-3% -$9.17K 0.01% 455
2023
Q4 		$274K Buy
3,206
+17
+0.5% +$1.32K 0.01% 437
2023
Q3 		$238K Buy
3,189
+175
+6% +$13.5K ﹤0.01% 433
2023
Q2 		$225K Buy
3,014
+7
+0.2% +$505 ﹤0.01% 447
2023
Q1 		$214K Buy
+3,007
New +$231K ﹤0.01% 449
2022
Q3 		– Sell
-3,132
Closed -$219K – 420
2022
Q2 		$219K Buy
+3,132
New +$239K ﹤0.01% 390

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

Valmark Advisers's IYF Position: Q2 2026 in Review

Valmark Advisers increased its iShares US Financials ETF (IYF) stake by 0.01% in Q2 2026, buying an estimated $124 and bringing the position to 6,670 shares worth $850K. The position accounts for 0.01% of the portfolio, ranked #389.

Valmark Advisers first reported a position in IYF in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.02M in Q3 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Valmark Advisers held 6,670 shares of iShares US Financials ETF worth $850K as of Q2 2026.
  • Valmark Advisers bought 1 iShares US Financials ETF share in Q2 2026, an estimated $124.
  • iShares US Financials ETF made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #389 holding.
  • Valmark Advisers first reported a position in iShares US Financials ETF in Q2 2022 and has held it in 15 quarters since.
  • Valmark Advisers's iShares US Financials ETF position peaked at $1.02M in Q3 2025.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.