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IYF icon

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
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

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PF
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PCH
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Northwestern Mutual Wealth Management
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return