Wealth Enhancement Advisory Services
IYF icon

Wealth Enhancement Advisory Services’s iShares US Financials ETF IYF Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.53M Sell
12,019
-2,137
-15% -$287K ﹤0.01% 1866
2026
Q2 		$1.88M Buy
14,156
+3,438
+32% +$427K ﹤0.01% 1611
2026
Q1 		$1.27M Sell
10,718
-690
-6% -$85.6K ﹤0.01% 1659
2025
Q4 		$1.52M Buy
11,408
+342
+3% +$42.8K ﹤0.01% 1685
2025
Q3 		$1.39M Buy
11,066
+242
+2% +$29.9K ﹤0.01% 1658
2025
Q2 		$1.33M Sell
10,824
-5,303
-33% -$598K ﹤0.01% 1581
2025
Q1 		$1.82M Sell
16,127
-2,817
-15% -$323K ﹤0.01% 1295
2024
Q4 		$2.09M Buy
18,944
+8,829
+87% +$983K ﹤0.01% 1167
2024
Q3 		$1.05M Buy
10,115
+251
+3% +$25.2K ﹤0.01% 1367
2024
Q2 		$933K Buy
9,864
+430
+5% +$40.3K ﹤0.01% 1312
2024
Q1 		$902K Sell
9,434
-198
-2% -$17.6K ﹤0.01% 1285
2023
Q4 		$823K Sell
9,632
-530
-5% -$41.3K ﹤0.01% 1247
2023
Q3 		$760K Buy
+10,162
New +$783K ﹤0.01% 1216

Other funds holding IYF

FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
MCM
Magnolia Capital Management Cold Spring, New York $141M AUM 20.1% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Wealth Enhancement Advisory Services's IYF Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares US Financials ETF (IYF) stake by 15% in Q3 2026, selling an estimated $287K and leaving 12,019 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1866.

Wealth Enhancement Advisory Services first reported a position in IYF in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.09M in Q4 2024. 46 funds tracked by Wall St. Rank hold IYF as of Q3 2026.

  • Wealth Enhancement Advisory Services held 12,019 shares of iShares US Financials ETF worth $1.53M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 2,137 iShares US Financials ETF shares in Q3 2026, an estimated $287K.
  • iShares US Financials ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1866 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares US Financials ETF in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's iShares US Financials ETF position peaked at $2.09M in Q4 2024.
  • 46 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.