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BOLTON SECURITIES CORPORATION’s iShares US Financials ETF IYF Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$108K Hold
859
– – ﹤0.01% 1104
2026
Q2 		$110K Hold
859
– – ﹤0.01% 1086
2026
Q1 		$101K Buy
+859
New +$107K ﹤0.01% 1021
2025
Q1 		$14.1K Buy
+125
New +$14.3K ﹤0.01% 1355

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Scotia Capital
Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IYF Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its iShares US Financials ETF (IYF) position steady in Q3 2026 at 859 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

BOLTON SECURITIES CORPORATION first reported a position in IYF in Q1 2025 and has held it in 4 quarters since. The position peaked at $110K in Q2 2026. 321 funds tracked by Wall St. Rank hold IYF as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 859 shares of iShares US Financials ETF worth $108K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its iShares US Financials ETF share count unchanged in Q3 2026.
  • iShares US Financials ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1104 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares US Financials ETF in Q1 2025 and has held it in 4 quarters since.
  • BOLTON SECURITIES CORPORATION's iShares US Financials ETF position peaked at $110K in Q2 2026.
  • 321 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.