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Wealthstar Advisors’s iShares US Financials ETF IYF Stock Holding History

Wealthstar 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 		– Sell
-14,928
Closed -$1.76M – 121
2026
Q1 		$1.76M Sell
14,928
-6,015
-29% -$746K 0.82% 25
2025
Q4 		$2.7M Buy
+20,943
New +$2.62M 1.19% 11
2025
Q3 		– Sell
-2,129
Closed -$258K – 145
2025
Q2 		$258K Sell
2,129
-18,017
-89% -$2.03M 0.1% 125
2025
Q1 		$2.27M Buy
20,146
+631
+3% +$72.3K 1.04% 19
2024
Q4 		$2.16M Buy
+19,515
New +$2.17M 0.94% 18
2024
Q2 		– Sell
-21,037
Closed -$2.01M – 88
2024
Q1 		$2.01M Buy
21,037
+3,825
+22% +$341K 0.7% 17
2023
Q4 		$1.47M Buy
+17,212
New +$1.34M 0.23% 25
2022
Q2 		– Sell
-53,719
Closed -$4.54M – 92
2022
Q1 		$4.54M Buy
+53,719
New +$4.63M 1.68% 12

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
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
SCA
Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

Wealthstar Advisors's IYF Position: Q2 2026 in Review

Wealthstar Advisors sold out of iShares US Financials ETF (IYF) in Q2 2026, closing a stake of 14,928 shares — an estimated $1.76M sold.

Wealthstar Advisors first reported a position in IYF in Q1 2022 and held it in 8 quarters. The position peaked at $4.54M in Q1 2022. 187 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Wealthstar Advisors reported no remaining iShares US Financials ETF position as of Q2 2026 after selling out during the quarter.
  • Wealthstar Advisors sold 14,928 iShares US Financials ETF shares in Q2 2026, an estimated $1.76M.
  • Wealthstar Advisors first reported a position in iShares US Financials ETF in Q1 2022 and held it in 8 quarters.
  • Wealthstar Advisors's iShares US Financials ETF position peaked at $4.54M in Q1 2022.
  • 187 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Wealthstar Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.