Gables Capital Management’s iShares US Financials ETF IYF Stock Holding History

Gables Capital Management’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	$232K	Buy	1,820 +10	+0.6%	+$1.24K	0.08%	135
2026 Q1	$213K	Buy	1,810 +255	+16%	+$31.6K	0.09%	130
2025 Q4	$200K	Sell	1,555 -50	-3%	-$6.26K	0.08%	132
2025 Q3	$203K	Hold	1,605	–	–	0.09%	128
2025 Q2	$194K	Hold	1,605	–	–	0.09%	124
2025 Q1	$181K	Buy	1,605 +610	+61%	+$69.9K	0.09%	131
2024 Q4	$110K	Buy	995 +35	+4%	+$3.9K	0.05%	158
2024 Q3	$99.7K	Hold	960	–	–	0.05%	164
2024 Q2	$90.8K	Hold	960	–	–	0.05%	160
2024 Q1	$91.8K	Sell	960 -1,600	-63%	-$143K	0.05%	162
2023 Q4	$219K	Hold	2,560	–	–	0.14%	107
2023 Q3	$191K	Sell	2,560 -400	-14%	-$30.8K	0.13%	111
2023 Q2	$221K	Hold	2,960	–	–	0.14%	110
2023 Q1	$211K	Sell	2,960 -3,620	-55%	-$278K	0.15%	113
2022 Q4	$497K	Hold	6,580	–	–	0.36%	64
2022 Q3	$444K	Hold	6,580	–	–	0.36%	67
2022 Q2	$460K	Sell	6,580 -40	-0.6%	-$3.05K	0.35%	66
2022 Q1	$560K	Hold	6,620	–	–	0.35%	62
2021 Q4	$574K	Sell	6,620 -240	-3%	-$20.9K	0.34%	66
2021 Q3	$566K	Hold	6,860	–	–	0.37%	65
2021 Q2	$556K	Hold	6,860	–	–	0.38%	67
2021 Q1	$514K	Hold	6,860	–	–	0.28%	80
2020 Q4	$458K	Hold	6,860	–	–	0.27%	79
2020 Q3	$389K	Hold	6,860	–	–	0.25%	79
2020 Q2	$378K	Sell	6,860 -1,340	-16%	-$71.5K	0.26%	80
2020 Q1	$397K	Hold	8,200	–	–	0.33%	72
2019 Q4	$567K	Hold	8,200	–	–	0.38%	74
2019 Q3	$529K	Hold	8,200	–	–	0.37%	72
2019 Q2	$515K	Hold	8,200	–	–	0.42%	59
2019 Q1	$484K	Hold	8,200	–	–	0.39%	65
2018 Q4	$436K	Hold	8,200	–	–	0.38%	66
2018 Q3	$498K	Hold	8,200	–	–	0.38%	69
2018 Q2	$483K	Hold	8,200	–	–	0.39%	67
2018 Q1	$483K	Buy	+8,200	New	+$497K	0.43%	65

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

Gables Capital Management's IYF Position: Q2 2026 in Review

Gables Capital Management increased its iShares US Financials ETF (IYF) stake by 0.55% in Q2 2026, buying an estimated $1.24K and bringing the position to 1,820 shares worth $232K. The position accounts for 0.08% of the portfolio, ranked #135.

Gables Capital Management first reported a position in IYF in Q1 2018 and has held it in 34 quarters since. The position peaked at $574K in Q4 2021. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Gables Capital Management held 1,820 shares of iShares US Financials ETF worth $232K as of Q2 2026.
Gables Capital Management bought 10 iShares US Financials ETF shares in Q2 2026, an estimated $1.24K.
iShares US Financials ETF made up 0.08% of Gables Capital Management's portfolio in Q2 2026, its #135 holding.
Gables Capital Management first reported a position in iShares US Financials ETF in Q1 2018 and has held it in 34 quarters since.
Gables Capital Management's iShares US Financials ETF position peaked at $574K in Q4 2021.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Gables Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.