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Cottonwood Capital Advisors’s iShares US Financials ETF IYF Stock Holding History

Cottonwood Capital 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 		$1.26M Buy
9,864
+4,055
+70% +$503K 0.76% 30
2026
Q1 		$684K Buy
+5,809
New +$721K 0.48% 45

Other funds holding IYF

MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
SCA
Stillwater Capital Advisors Devon, Pennsylvania $981M AUM 31.05% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

Cottonwood Capital Advisors's IYF Position: Q2 2026 in Review

Cottonwood Capital Advisors increased its iShares US Financials ETF (IYF) stake by 70% in Q2 2026, buying an estimated $503K and bringing the position to 9,864 shares worth $1.26M. The position accounts for 0.76% of the portfolio, ranked #30.

Cottonwood Capital Advisors first reported a position in IYF in Q1 2026 and has held it in 2 quarters since. 187 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Cottonwood Capital Advisors held 9,864 shares of iShares US Financials ETF worth $1.26M as of Q2 2026.
  • Cottonwood Capital Advisors bought 4,055 iShares US Financials ETF shares in Q2 2026, an estimated $503K.
  • iShares US Financials ETF made up 0.76% of Cottonwood Capital Advisors's portfolio in Q2 2026, its #30 holding.
  • Cottonwood Capital Advisors first reported a position in iShares US Financials ETF in Q1 2026 and has held it in 2 quarters since.
  • 187 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Cottonwood Capital Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.