Capital Wealth Alliance’s iShares US Financials ETF IYF Stock Holding History

Capital Wealth Alliance’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	$515K	Hold	4,037	–	–	0.24%	60
2026 Q1	$475K	Sell	4,037 -71	-2%	-$8.81K	0.21%	57
2025 Q4	$531K	Buy	4,108 +389	+10%	+$48.7K	0.23%	51
2025 Q3	$471K	Buy	3,719 +331	+10%	+$40.9K	0.23%	54
2025 Q2	$410K	Hold	3,388	–	–	0.22%	53
2025 Q1	$382K	Sell	3,388 -1,389	-29%	-$159K	0.23%	49
2024 Q4	$528K	Sell	4,777 -63	-1%	-$7.02K	0.3%	51
2024 Q3	$503K	Sell	4,840 -145	-3%	-$14.5K	0.29%	50
2024 Q2	$471K	Sell	4,985 -3,571	-42%	-$334K	0.27%	63
2024 Q1	$818K	Buy	+8,556	New	+$762K	0.48%	44

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 Wealth Alliance's IYF Position: Q2 2026 in Review

Capital Wealth Alliance held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 4,037 shares worth $515K. The position accounts for 0.24% of the portfolio, ranked #60.

Capital Wealth Alliance first reported a position in IYF in Q1 2024 and has held it in 10 quarters since. The position peaked at $818K in Q1 2024. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Capital Wealth Alliance held 4,037 shares of iShares US Financials ETF worth $515K as of Q2 2026.
Capital Wealth Alliance left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up 0.24% of Capital Wealth Alliance's portfolio in Q2 2026, its #60 holding.
Capital Wealth Alliance first reported a position in iShares US Financials ETF in Q1 2024 and has held it in 10 quarters since.
Capital Wealth Alliance's iShares US Financials ETF position peaked at $818K in Q1 2024.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Capital Wealth Alliance's 13F filing for Q2 2026, filed 31 Jul 2026.