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YHB Investment Advisors’s iShares US Financials ETF IYF Stock Holding History

YHB Investment 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 		$351K Hold
2,754
– – 0.02% 253
2026
Q1 		$324K Buy
2,754
+854
+45% +$106K 0.02% 251
2025
Q4 		$245K Sell
1,900
-50
-3% -$6.26K 0.02% 276
2025
Q3 		$247K Hold
1,950
– – 0.02% 276
2025
Q2 		$236K Hold
1,950
– – 0.02% 283
2025
Q1 		$220K Hold
1,950
– – 0.02% 278
2024
Q4 		$216K Hold
1,950
– – 0.02% 268
2024
Q3 		$203K Buy
+1,950
New +$196K 0.02% 279
2023
Q2 		– Sell
-2,875
Closed -$205K – 286
2023
Q1 		$205K Buy
2,875
+25
+0.9% +$1.92K 0.02% 280
2022
Q4 		$215K Sell
2,850
-160
-5% -$12K 0.02% 271
2022
Q3 		$203K Hold
3,010
– – 0.02% 275
2022
Q2 		$211K Hold
3,010
– – 0.02% 268
2022
Q1 		$254K Buy
3,010
+50
+2% +$4.31K 0.02% 257
2021
Q4 		$257K Buy
2,960
+50
+2% +$4.35K 0.02% 285
2021
Q3 		$240K Hold
2,910
– – 0.02% 282
2021
Q2 		$236K Hold
2,910
– – 0.02% 277
2021
Q1 		$228K Buy
+2,910
New +$207K 0.02% 277
2020
Q2 		– Sell
-31,850
Closed -$332K – 179
2020
Q1 		$332K Buy
31,850
+28,708
+914% +$1.82M 0.06% 134
2019
Q4 		$216K Buy
+3,142
New +$209K 0.03% 179

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

YHB Investment Advisors's IYF Position: Q2 2026 in Review

YHB Investment Advisors held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 2,754 shares worth $351K. The position accounts for 0.02% of the portfolio, ranked #253.

YHB Investment Advisors first reported a position in IYF in Q4 2019 and has held it in 19 quarters since. 167 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • YHB Investment Advisors held 2,754 shares of iShares US Financials ETF worth $351K as of Q2 2026.
  • YHB Investment Advisors left its iShares US Financials ETF share count unchanged in Q2 2026.
  • iShares US Financials ETF made up 0.02% of YHB Investment Advisors's portfolio in Q2 2026, its #253 holding.
  • YHB Investment Advisors first reported a position in iShares US Financials ETF in Q4 2019 and has held it in 19 quarters since.
  • 167 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.