Capital Analysts LLC’s iShares US Financials ETF IYF Stock Holding History

Capital Analysts LLC’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	$20K	Hold	156	–	–	﹤0.01%	1164
2026 Q1	$18K	Hold	156	–	–	﹤0.01%	1147
2025 Q4	$20K	Hold	156	–	–	﹤0.01%	1104
2025 Q3	$20K	Hold	156	–	–	﹤0.01%	1083
2025 Q2	$19K	Hold	156	–	–	﹤0.01%	1030
2025 Q1	$18K	Hold	156	–	–	﹤0.01%	1023
2024 Q4	$17K	Hold	156	–	–	﹤0.01%	970
2024 Q3	$16K	Hold	156	–	–	﹤0.01%	941
2024 Q2	$15K	Hold	156	–	–	﹤0.01%	900
2024 Q1	$15K	Hold	156	–	–	﹤0.01%	869
2023 Q4	$13K	Hold	156	–	–	﹤0.01%	865
2023 Q3	$12K	Hold	156	–	–	﹤0.01%	856
2023 Q2	$12K	Hold	156	–	–	﹤0.01%	798
2023 Q1	$11K	Hold	156	–	–	﹤0.01%	797
2022 Q4	$12K	Sell	156 -245	-61%	-$18.4K	﹤0.01%	828
2022 Q3	$27K	Hold	401	–	–	﹤0.01%	673
2022 Q2	$28K	Hold	401	–	–	﹤0.01%	655
2022 Q1	$34K	Buy	401 +245	+157%	+$21.1K	﹤0.01%	605
2021 Q4	$14K	Hold	156	–	–	﹤0.01%	767
2021 Q3	$13K	Hold	156	–	–	﹤0.01%	761
2021 Q2	$13K	Hold	156	–	–	﹤0.01%	713
2021 Q1	$12K	Hold	156	–	–	﹤0.01%	767
2020 Q4	$10K	Hold	156	–	–	﹤0.01%	569
2020 Q3	$9K	Hold	156	–	–	﹤0.01%	596
2020 Q2	$9K	Hold	156	–	–	﹤0.01%	554
2020 Q1	$8K	Hold	156	–	–	﹤0.01%	540
2019 Q4	$11K	Hold	156	–	–	﹤0.01%	540
2019 Q3	$10K	Hold	156	–	–	﹤0.01%	542
2019 Q2	$10K	Hold	156	–	–	﹤0.01%	530
2019 Q1	$9K	Buy	+156	New	+$9.07K	﹤0.01%	517

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

Capital Analysts LLC's IYF Position: Q2 2026 in Review

Capital Analysts LLC held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 156 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

Capital Analysts LLC first reported a position in IYF in Q1 2019 and has held it in 30 quarters since. The position peaked at $34K in Q1 2022. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Capital Analysts LLC held 156 shares of iShares US Financials ETF worth $20K as of Q2 2026.
Capital Analysts LLC left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1164 holding.
Capital Analysts LLC first reported a position in iShares US Financials ETF in Q1 2019 and has held it in 30 quarters since.
Capital Analysts LLC's iShares US Financials ETF position peaked at $34K in Q1 2022.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

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