GCA
IYF icon

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

Gallagher 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 		– Sell
-6,323
Closed -$510K – 75
2026
Q1 		$510K Buy
+6,323
New +$785K 0.34% 44
2025
Q4 		– Sell
-5,965
Closed -$525K – 73
2025
Q3 		$525K Buy
5,965
+32
+0.5% +$3.96K 0.3% 45
2025
Q2 		$497K Buy
+5,933
New +$669K 0.4% 43

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
PP
Patten & Patten Chattanooga, Tennessee $1.89B AUM 27.89% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

Gallagher Capital Advisors sold out of iShares US Financials ETF (IYF) in Q2 2026, closing a stake of 6,323 shares — an estimated $510K sold.

Gallagher Capital Advisors first reported a position in IYF in Q2 2025 and held it in 3 quarters. The position peaked at $525K in Q3 2025. 220 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Gallagher Capital Advisors reported no remaining iShares US Financials ETF position as of Q2 2026 after selling out during the quarter.
  • Gallagher Capital Advisors sold 6,323 iShares US Financials ETF shares in Q2 2026, an estimated $510K.
  • Gallagher Capital Advisors first reported a position in iShares US Financials ETF in Q2 2025 and held it in 3 quarters.
  • Gallagher Capital Advisors's iShares US Financials ETF position peaked at $525K in Q3 2025.
  • 220 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Gallagher Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.