Capital Investment Advisors’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $428K | Buy |
3,358
+119
| +4% | +$14.8K | 0.01% | 556 |
|
|
2026
Q1 | $381K | Sell |
3,239
-273
| -8% | -$33.9K | 0.01% | 543 |
|
|
2025
Q4 | $453K | Sell |
3,512
-47
| -1% | -$5.88K | 0.01% | 497 |
|
|
2025
Q3 | $451K | Buy |
3,559
+24
| +0.7% | +$2.97K | 0.01% | 492 |
|
|
2025
Q2 | $428K | Sell |
3,535
-138
| -4% | -$15.6K | 0.01% | 482 |
|
|
2025
Q1 | $415K | Buy |
3,673
+45
| +1% | +$5.15K | 0.01% | 466 |
|
|
2024
Q4 | $401K | Sell |
3,628
-148
| -4% | -$16.5K | 0.01% | 458 |
|
|
2024
Q3 | $392K | Buy |
3,776
+3
| +0.1% | +$301 | 0.01% | 461 |
|
|
2024
Q2 | $357K | Buy |
3,773
+316
| +9% | +$29.6K | 0.01% | 465 |
|
|
2024
Q1 | $331K | Sell |
3,457
-460
| -12% | -$41K | 0.01% | 464 |
|
|
2023
Q4 | $335K | Sell |
3,917
-18
| -0.5% | -$1.4K | 0.01% | 449 |
|
|
2023
Q3 | $294K | Sell |
3,935
-66
| -2% | -$5.09K | 0.01% | 453 |
|
|
2023
Q2 | $298K | Sell |
4,001
-131
| -3% | -$9.45K | 0.01% | 430 |
|
|
2023
Q1 | $294K | Buy |
4,132
+1
| +0% | +$77 | 0.01% | 446 |
|
|
2022
Q4 | $312K | Buy |
4,131
+137
| +3% | +$10.3K | 0.01% | 436 |
|
|
2022
Q3 | $270K | Buy |
3,994
+60
| +2% | +$4.42K | 0.01% | 439 |
|
|
2022
Q2 | $275K | Buy |
3,934
+1
| +0% | +$76 | 0.01% | 455 |
|
|
2022
Q1 | $332K | Buy |
3,933
+1
| +0% | +$86 | 0.01% | 438 |
|
|
2021
Q4 | $341K | Buy |
3,932
+1
| +0% | +$87 | 0.01% | 430 |
|
|
2021
Q3 | $324K | Sell |
3,931
-10
| -0.3% | -$830 | 0.01% | 431 |
|
|
2021
Q2 | $319K | Sell |
3,941
-148
| -4% | -$11.9K | 0.01% | 438 |
|
|
2021
Q1 | $306K | Buy |
4,089
+282
| +7% | +$20K | 0.01% | 424 |
|
|
2020
Q4 | $254K | Buy |
3,807
+29
| +0.8% | +$1.79K | 0.01% | 446 |
|
|
2020
Q3 | $214K | Sell |
3,778
-14
| -0.4% | -$803 | 0.01% | 462 |
|
|
2020
Q2 | $209K | Buy |
+3,792
| New | +$202K | 0.01% | 451 |
|
|
2020
Q1 | – | Sell |
-3,776
| Closed | -$260K | – | 497 |
|
|
2019
Q4 | $260K | Sell |
3,776
-2
| -0.1% | -$133 | 0.01% | 436 |
|
|
2019
Q3 | $243K | Hold |
3,778
| – | – | 0.01% | 430 |
|
|
2019
Q2 | $237K | Hold |
3,778
| – | – | 0.01% | 431 |
|
|
2019
Q1 | $223K | Buy |
+3,778
| New | +$220K | 0.01% | 435 |
|
|
2014
Q4 | – | Sell |
-5,466
| Closed | -$235K | – | 403 |
|
|
2014
Q3 | $235K | Sell |
5,466
-240
| -4% | -$10.1K | 0.03% | 326 |
|
|
2014
Q2 | $241K | Buy |
+5,706
| New | +$232K | 0.03% | 326 |
|
|
2014
Q1 | – | Sell |
-6,450
| Closed | -$259K | – | 390 |
|
|
2013
Q4 | $259K | Buy |
+6,450
| New | +$248K | 0.03% | 316 |
|
Other funds holding IYF
PF
PCH
Capital Investment Advisors's IYF Position: Q2 2026 in Review
Capital Investment Advisors increased its iShares US Financials ETF (IYF) stake by 3.7% in Q2 2026, buying an estimated $14.8K and bringing the position to 3,358 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #556.
Capital Investment Advisors first reported a position in IYF in Q4 2013 and has held it in 32 quarters since. The position peaked at $453K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.
- Capital Investment Advisors held 3,358 shares of iShares US Financials ETF worth $428K as of Q2 2026.
- Capital Investment Advisors bought 119 iShares US Financials ETF shares in Q2 2026, an estimated $14.8K.
- iShares US Financials ETF made up 0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #556 holding.
- Capital Investment Advisors first reported a position in iShares US Financials ETF in Q4 2013 and has held it in 32 quarters since.
- Capital Investment Advisors's iShares US Financials ETF position peaked at $453K in Q4 2025.
- 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.
Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.