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 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 $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gill Capital Partners's IYF Position: Q1 2026 in Review

Gill Capital Partners opened a new position in iShares US Financials ETF (IYF) in Q1 2026: 1,369 shares worth $161K. The stake represents 0.05% of the portfolio and ranks #152 among its holdings. This is a return to the name: Gill Capital Partners previously reported a position in IYF as recently as Q4 2024.

Gill Capital Partners first reported a position in IYF in Q4 2018 and has held it in 22 quarters since. The position peaked at $692K in Q4 2018. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

Gill Capital Partners held 1,369 shares of iShares US Financials ETF worth $161K as of Q1 2026.
iShares US Financials ETF was a new Gill Capital Partners position in Q1 2026.
iShares US Financials ETF made up 0.05% of Gill Capital Partners's portfolio in Q1 2026, its #152 holding.
Gill Capital Partners first reported a position in iShares US Financials ETF in Q4 2018 and has held it in 22 quarters since.
Gill Capital Partners's iShares US Financials ETF position peaked at $692K in Q4 2018.
465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Gill Capital Partners's 13F filing for Q1 2026, filed 13 Apr 2026.