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Vima LLC’s iShares US Financials ETF IYF Stock Holding History

Vima LLC’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 		$54.6K Buy
+428
New +$53.1K 0.05% 149

Other funds holding IYF

MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
WT
Washington Trust Westerly, Rhode Island $3.22B AUM 29% 1-Year Est. Return
SCA
Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return

Vima LLC's IYF Position: Q2 2026 in Review

Vima LLC opened a new position in iShares US Financials ETF (IYF) in Q2 2026: 428 shares worth $54.6K. The stake represents 0.05% of the portfolio and ranks #149 among its holdings.

199 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Vima LLC held 428 shares of iShares US Financials ETF worth $54.6K as of Q2 2026.
  • iShares US Financials ETF was a new Vima LLC position in Q2 2026.
  • iShares US Financials ETF made up 0.05% of Vima LLC's portfolio in Q2 2026, its #149 holding.
  • 199 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Vima LLC's 13F filing for Q2 2026, filed 24 Jul 2026.