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Capstone Triton Financial Group’s iShares US Financials ETF IYF Stock Holding History

Capstone Triton Financial Group’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 		– Sell
-1,832
Closed -$226K – 111
2026
Q1 		$226K Buy
+1,832
New +$227K 0.39% 55
2021
Q1 		– Sell
-1,302
Closed -$87K – 220
2020
Q4 		$87K Buy
+1,302
New +$80.4K 0.05% 153

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Capstone Triton Financial Group's IYF Position: Q2 2026 in Review

Capstone Triton Financial Group sold out of iShares US Financials ETF (IYF) in Q2 2026, closing a stake of 1,832 shares — an estimated $226K sold.

Capstone Triton Financial Group first reported a position in IYF in Q4 2020 and held it in 2 quarters. The position peaked at $226K in Q1 2026. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Capstone Triton Financial Group reported no remaining iShares US Financials ETF position as of Q2 2026 after selling out during the quarter.
  • Capstone Triton Financial Group sold 1,832 iShares US Financials ETF shares in Q2 2026, an estimated $226K.
  • Capstone Triton Financial Group first reported a position in iShares US Financials ETF in Q4 2020 and held it in 2 quarters.
  • Capstone Triton Financial Group's iShares US Financials ETF position peaked at $226K in Q1 2026.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Capstone Triton Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.