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Gilpin Wealth Management’s iShares US Financials ETF IYF Stock Holding History

Gilpin Wealth 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
Q3 		$5.53K Sell
44
-50
-53% -$6.72K ﹤0.01% 417
2026
Q2 		$12K Hold
94
– – 0.01% 296
2026
Q1 		$11.1K Hold
94
– – 0.01% 287
2025
Q4 		$12.1K Buy
+94
New +$11.8K 0.01% 272

Other funds holding IYF

FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
MCM
Magnolia Capital Management Cold Spring, New York $141M AUM 20.1% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
MBI
May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

Gilpin Wealth Management's IYF Position: Q3 2026 in Review

Gilpin Wealth Management reduced its iShares US Financials ETF (IYF) stake by 53% in Q3 2026, selling an estimated $6.72K and leaving 44 shares worth $5.53K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Gilpin Wealth Management first reported a position in IYF in Q4 2025 and has held it in 4 quarters since. The position peaked at $12.1K in Q4 2025. 22 funds tracked by Wall St. Rank hold IYF as of Q3 2026.

  • Gilpin Wealth Management held 44 shares of iShares US Financials ETF worth $5.53K as of Q3 2026.
  • Gilpin Wealth Management sold 50 iShares US Financials ETF shares in Q3 2026, an estimated $6.72K.
  • iShares US Financials ETF made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #417 holding.
  • Gilpin Wealth Management first reported a position in iShares US Financials ETF in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's iShares US Financials ETF position peaked at $12.1K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.