Visionary Wealth Advisors’s iShares US Financials ETF IYF Stock Holding History

Visionary Wealth Advisors’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	$642K	Hold	5,031	–	–	0.03%	383
2026 Q1	$592K	Hold	5,031	–	–	0.03%	363
2025 Q4	$649K	Hold	5,031	–	–	0.03%	337
2025 Q3	$637K	Hold	5,031	–	–	0.03%	345
2025 Q2	$609K	Hold	5,031	–	–	0.03%	329
2025 Q1	$568K	Hold	5,031	–	–	0.03%	323
2024 Q4	$556K	Sell	5,031 -977	-16%	-$109K	0.03%	336
2024 Q3	$624K	Hold	6,008	–	–	0.04%	318
2024 Q2	$568K	Sell	6,008 -807	-12%	-$75.6K	0.04%	308
2024 Q1	$652K	Buy	6,815 +35	+0.5%	+$3.12K	0.04%	286
2023 Q4	$579K	Hold	6,780	–	–	0.04%	292
2023 Q3	$507K	Sell	6,780 -523	-7%	-$40.3K	0.04%	299
2023 Q2	$545K	Sell	7,303 -4,062	-36%	-$293K	0.04%	282
2023 Q1	$809K	Hold	11,365	–	–	0.07%	215
2022 Q4	$858K	Hold	11,365	–	–	0.08%	195
2022 Q3	$768K	Hold	11,365	–	–	0.08%	183
2022 Q2	$795K	Sell	11,365 -215	-2%	-$16.4K	0.07%	193
2022 Q1	$979K	Hold	11,580	–	–	0.08%	182
2021 Q4	$1M	Buy	+11,580	New	+$1.01M	0.08%	164

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

Visionary Wealth Advisors's IYF Position: Q2 2026 in Review

Visionary Wealth Advisors held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 5,031 shares worth $642K. The position accounts for 0.03% of the portfolio, ranked #383.

Visionary Wealth Advisors first reported a position in IYF in Q4 2021 and has held it in 19 quarters since. The position peaked at $1M in Q4 2021. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Visionary Wealth Advisors held 5,031 shares of iShares US Financials ETF worth $642K as of Q2 2026.
Visionary Wealth Advisors left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up 0.03% of Visionary Wealth Advisors's portfolio in Q2 2026, its #383 holding.
Visionary Wealth Advisors first reported a position in iShares US Financials ETF in Q4 2021 and has held it in 19 quarters since.
Visionary Wealth Advisors's iShares US Financials ETF position peaked at $1M in Q4 2021.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.