AlphaCore Capital’s iShares US Financials ETF IYF Stock Holding History

AlphaCore Capital’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	$2.73M	Sell	21,434 -5,156	-19%	-$640K	0.05%	266
2026 Q1	$3.13M	Sell	26,590 -137,071	-84%	-$17M	0.07%	204
2025 Q4	$21.1M	Buy	163,661 +148,034	+947%	+$18.5M	0.47%	61
2025 Q3	$1.98M	Hold	15,627	–	–	0.07%	194
2025 Q2	$1.89M	Buy	15,627 +15,608	+82,147%	+$1.76M	0.07%	188
2025 Q1	$2.14K	Buy	+19	New	+$2.18K	﹤0.01%	742

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

AlphaCore Capital's IYF Position: Q2 2026 in Review

AlphaCore Capital reduced its iShares US Financials ETF (IYF) stake by 19% in Q2 2026, selling an estimated $640K and leaving 21,434 shares worth $2.73M. The position accounts for 0.05% of the portfolio, ranked #266.

AlphaCore Capital first reported a position in IYF in Q1 2025 and has held it in 6 quarters since. The position peaked at $21.1M in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

AlphaCore Capital held 21,434 shares of iShares US Financials ETF worth $2.73M as of Q2 2026.
AlphaCore Capital sold 5,156 iShares US Financials ETF shares in Q2 2026, an estimated $640K.
iShares US Financials ETF made up 0.05% of AlphaCore Capital's portfolio in Q2 2026, its #266 holding.
AlphaCore Capital first reported a position in iShares US Financials ETF in Q1 2025 and has held it in 6 quarters since.
AlphaCore Capital's iShares US Financials ETF position peaked at $21.1M in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.