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CoreCap Advisors’s iShares US Financials ETF IYF Stock Holding History

CoreCap Advisors’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 		$234K Sell
1,835
-351
-16% -$43.6K 0.01% 808
2026
Q1 		$257K Sell
2,186
-11,977
-85% -$1.49M 0.01% 716
2025
Q4 		$1.83M Sell
14,163
-21,355
-60% -$2.67M 0.06% 258
2025
Q3 		$4.5M Buy
35,518
+32,228
+980% +$3.99M 0.16% 120
2025
Q2 		$398K Buy
3,290
+662
+25% +$74.6K 0.02% 551
2025
Q1 		$297K Sell
2,628
-35,775
-93% -$4.1M 0.01% 590
2024
Q4 		$4.25M Buy
38,403
+5,580
+17% +$621K 0.19% 97
2024
Q3 		$3.41M Buy
+32,823
New +$3.29M 0.16% 133
2024
Q2 		– Sell
-2,920
Closed -$279K – 2122
2024
Q1 		$279K Sell
2,920
-982
-25% -$87.5K 0.01% 543
2023
Q4 		$333K Sell
3,902
-2,457
-39% -$192K 0.02% 426
2023
Q3 		$475K Buy
+6,359
New +$490K 0.03% 330
2022
Q4 		$1.71M Buy
+22,705
New +$1.7M 0.12% 153
2022
Q3 		– Sell
-4,084
Closed -$286K – 1314
2022
Q2 		$286K Sell
4,084
-1,022
-20% -$78K 0.02% 433
2022
Q1 		$432K Sell
5,106
-15,573
-75% -$1.34M 0.03% 346
2021
Q4 		$1.79M Buy
+20,679
New +$1.8M 0.12% 139

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

CoreCap Advisors's IYF Position: Q2 2026 in Review

CoreCap Advisors reduced its iShares US Financials ETF (IYF) stake by 16% in Q2 2026, selling an estimated $43.6K and leaving 1,835 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #808.

CoreCap Advisors first reported a position in IYF in Q4 2021 and has held it in 15 quarters since. The position peaked at $4.5M in Q3 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • CoreCap Advisors held 1,835 shares of iShares US Financials ETF worth $234K as of Q2 2026.
  • CoreCap Advisors sold 351 iShares US Financials ETF shares in Q2 2026, an estimated $43.6K.
  • iShares US Financials ETF made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #808 holding.
  • CoreCap Advisors first reported a position in iShares US Financials ETF in Q4 2021 and has held it in 15 quarters since.
  • CoreCap Advisors's iShares US Financials ETF position peaked at $4.5M in Q3 2025.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.