Vima LLC
IYF icon

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
Q3 		$54K Buy
430
+2
+0.5% +$269 0.06% 154
2026
Q2 		$54.6K Buy
+428
New +$53.1K 0.05% 149

Other funds holding IYF

Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Patten & Patten
Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return
XML Financial
XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Finley Financial
Finley Financial Las Vegas, Nevada $242M AUM 17.51% 1-Year Est. Return
Eagle Strategies
Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return
Colony Family Offices
Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return

Vima LLC's IYF Position: Q3 2026 in Review

Vima LLC increased its iShares US Financials ETF (IYF) stake by 0.47% in Q3 2026, buying an estimated $269 and bringing the position to 430 shares worth $54K. The position accounts for 0.06% of the portfolio, ranked #154.

Vima LLC first reported a position in IYF in Q2 2026 and has held it in 2 quarters since. The position peaked at $54.6K in Q2 2026. 176 funds tracked by Wall St. Rank hold IYF as of Q3 2026.

  • Vima LLC held 430 shares of iShares US Financials ETF worth $54K as of Q3 2026.
  • Vima LLC bought 2 iShares US Financials ETF shares in Q3 2026, an estimated $269.
  • iShares US Financials ETF made up 0.06% of Vima LLC's portfolio in Q3 2026, its #154 holding.
  • Vima LLC first reported a position in iShares US Financials ETF in Q2 2026 and has held it in 2 quarters since.
  • Vima LLC's iShares US Financials ETF position peaked at $54.6K in Q2 2026.
  • 176 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2026.

Based on Vima LLC's 13F filing for Q3 2026, filed 23 Oct 2026.