Gill Capital Partners’s iShares US Financials ETF IYF Stock Holding History

Gill Capital Partners’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	$175K	Buy	1,370 +1	+0.1%	+$124	0.05%	160
2026 Q1	$161K	Buy	+1,369	New	+$170K	0.05%	152
2025 Q1	–	Sell	-4,826	Closed	-$534K	–	142
2024 Q4	$534K	Sell	4,826 -410	-8%	-$45.7K	0.19%	71
2024 Q3	$544K	Hold	5,236	–	–	0.19%	64
2024 Q2	$495K	Hold	5,236	–	–	0.19%	64
2024 Q1	$477K	Sell	5,236 -334	-6%	-$29.8K	0.19%	65
2023 Q4	$476K	Hold	5,570	–	–	0.2%	64
2023 Q3	$416K	Hold	5,570	–	–	0.18%	69
2023 Q2	$416K	Hold	5,570	–	–	0.17%	73
2023 Q1	$396K	Hold	5,570	–	–	0.18%	74
2022 Q4	$420K	Hold	5,570	–	–	0.2%	70
2022 Q3	$376K	Sell	5,570 -228	-4%	-$16.8K	0.2%	69
2022 Q2	$490K	Hold	5,798	–	–	0.22%	64
2022 Q1	$490K	Hold	5,798	–	–	0.22%	64
2021 Q4	$503K	Sell	5,798 -1,690	-23%	-$147K	0.22%	63
2021 Q3	$618K	Hold	7,488	–	–	0.28%	62
2021 Q2	$607K	Hold	7,488	–	–	0.28%	60
2021 Q1	$561K	Hold	7,488	–	–	0.29%	58
2020 Q4	$499K	Sell	7,488 -320	-4%	-$19.8K	0.3%	53
2020 Q3	$443K	Hold	7,808	–	–	0.29%	51
2020 Q2	$430K	Hold	7,808	–	–	0.29%	50
2020 Q1	$380K	Buy	+7,808	New	+$494K	0.27%	49
2018 Q4	$692K	Buy	+9,984	New	+$572K	0.48%	40

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

Gill Capital Partners's IYF Position: Q2 2026 in Review

Gill Capital Partners increased its iShares US Financials ETF (IYF) stake by 0.07% in Q2 2026, buying an estimated $124 and bringing the position to 1,370 shares worth $175K. The position accounts for 0.05% of the portfolio, ranked #160.

Gill Capital Partners first reported a position in IYF in Q4 2018 and has held it in 23 quarters since. The position peaked at $692K in Q4 2018. 461 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Gill Capital Partners held 1,370 shares of iShares US Financials ETF worth $175K as of Q2 2026.
Gill Capital Partners bought 1 iShares US Financials ETF share in Q2 2026, an estimated $124.
iShares US Financials ETF made up 0.05% of Gill Capital Partners's portfolio in Q2 2026, its #160 holding.
Gill Capital Partners first reported a position in iShares US Financials ETF in Q4 2018 and has held it in 23 quarters since.
Gill Capital Partners's iShares US Financials ETF position peaked at $692K in Q4 2018.
461 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Gill Capital Partners's 13F filing for Q2 2026, filed 20 Aug 2026.