Capital Advisory Group Advisory Services’s iShares US Financials ETF IYF Stock Holding History

Capital Advisory Group Advisory Services’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	–	Sell	-3,260	Closed	-$420K	–	81
2025 Q4	$420K	Hold	3,260	–	–	0.12%	124
2025 Q3	$413K	Hold	3,260	–	–	0.13%	126
2025 Q2	$394K	Hold	3,260	–	–	0.14%	124
2025 Q1	$368K	Hold	3,260	–	–	0.14%	126
2024 Q4	$360K	Hold	3,260	–	–	0.13%	133
2024 Q3	$339K	Hold	3,260	–	–	0.13%	123
2024 Q2	$308K	Sell	3,260 -175	-5%	-$16.4K	0.13%	122
2024 Q1	$329K	Sell	3,435 -625	-15%	-$55.7K	0.16%	116
2023 Q4	$347K	Sell	4,060 -400	-9%	-$31.2K	0.19%	103
2023 Q3	$333K	Buy	+4,460	New	+$344K	0.19%	110
2023 Q2	–	Sell	-4,500	Closed	-$320K	–	110
2023 Q1	$320K	Buy	4,500 +465	+12%	+$35.8K	0.19%	113
2022 Q4	$305K	Sell	4,035 -540	-12%	-$40.5K	0.21%	102
2022 Q3	$309K	Sell	4,575 -100	-2%	-$7.37K	0.21%	99
2022 Q2	$346K	Hold	4,675	–	–	0.21%	96
2022 Q1	$395K	Sell	4,675 -375	-7%	-$32.3K	0.18%	103
2021 Q4	$438K	Hold	5,050	–	–	0.19%	107
2021 Q3	$417K	Hold	5,050	–	–	0.15%	127
2021 Q2	$409K	Sell	5,050 -36	-0.7%	-$2.89K	0.15%	129
2021 Q1	$381K	Buy	5,086 +460	+10%	+$32.7K	0.15%	128
2020 Q4	$309K	Hold	4,626	–	–	0.13%	126
2020 Q3	$262K	Hold	4,626	–	–	0.14%	109
2020 Q2	$255K	Buy	4,626 +960	+26%	+$51.2K	0.14%	107
2020 Q1	$178K	Sell	3,666 -2,296	-39%	-$145K	0.22%	64
2019 Q4	$412K	Hold	5,962	–	–	0.22%	60
2019 Q3	$385K	Hold	5,962	–	–	0.26%	51
2019 Q2	$375K	Hold	5,962	–	–	0.25%	52
2019 Q1	$352K	Sell	5,962 -732	-11%	-$42.5K	0.25%	52
2018 Q4	$357K	Sell	6,694 -182	-3%	-$10.4K	0.28%	47
2018 Q3	$417K	Hold	6,876	–	–	0.28%	50
2018 Q2	$402K	Buy	6,876 +420	+7%	+$25K	0.29%	51
2018 Q1	$381K	Buy	+6,456	New	+$392K	0.28%	51

Other funds holding IYF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Advisory Group Advisory Services's IYF Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of iShares US Financials ETF (IYF) in Q1 2026, closing a stake of 3,260 shares — an estimated $420K sold.

Capital Advisory Group Advisory Services first reported a position in IYF in Q1 2018 and held it in 31 quarters. The position peaked at $438K in Q4 2021. 466 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

Capital Advisory Group Advisory Services reported no remaining iShares US Financials ETF position as of Q1 2026 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 3,260 iShares US Financials ETF shares in Q1 2026, an estimated $420K.
Capital Advisory Group Advisory Services first reported a position in iShares US Financials ETF in Q1 2018 and held it in 31 quarters.
Capital Advisory Group Advisory Services's iShares US Financials ETF position peaked at $438K in Q4 2021.
466 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.