Caldwell Sutter Capital’s iShares US Financials ETF IYF Stock Holding History

Caldwell Sutter 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	$81.7K	Hold	641	–	–	0.03%	329
2026 Q1	$75.4K	Hold	641	–	–	0.03%	328
2025 Q4	$82.6K	Hold	641	–	–	0.04%	301
2025 Q3	$81.2K	Hold	641	–	–	0.03%	306
2025 Q2	$77.6K	Hold	641	–	–	0.04%	307
2025 Q1	$72.3K	Hold	641	–	–	0.03%	310
2024 Q4	$70.9K	Hold	641	–	–	0.03%	317
2024 Q3	$66.6K	Hold	641	–	–	0.03%	325
2024 Q2	$60.6K	Hold	641	–	–	0.03%	330
2024 Q1	$61.3K	Hold	641	–	–	0.03%	329
2023 Q4	$54.7K	Hold	641	–	–	0.03%	323
2023 Q3	$47.9K	Hold	641	–	–	0.03%	324
2023 Q2	$47.8K	Hold	641	–	–	0.03%	324
2023 Q1	$45.6K	Hold	641	–	–	0.03%	248
2022 Q4	$48.4K	Buy	+641	New	+$48K	0.04%	178

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

Caldwell Sutter Capital's IYF Position: Q2 2026 in Review

Caldwell Sutter Capital held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 641 shares worth $81.7K. The position accounts for 0.03% of the portfolio, ranked #329.

Caldwell Sutter Capital first reported a position in IYF in Q4 2022 and has held it in 15 quarters since. The position peaked at $82.6K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Caldwell Sutter Capital held 641 shares of iShares US Financials ETF worth $81.7K as of Q2 2026.
Caldwell Sutter Capital left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up 0.03% of Caldwell Sutter Capital's portfolio in Q2 2026, its #329 holding.
Caldwell Sutter Capital first reported a position in iShares US Financials ETF in Q4 2022 and has held it in 15 quarters since.
Caldwell Sutter Capital's iShares US Financials ETF position peaked at $82.6K in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.