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HC Advisors’s iShares US Financials ETF IYF Stock Holding History

HC 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
Q1 		$4.3M Buy
36,542
+494
+1% +$61.3K 2.88% 11
2025
Q4 		$4.65M Buy
36,048
+16
+0% +$2K 3.22% 9
2025
Q3 		$4.56M Sell
36,032
-1,425
-4% -$176K 3.21% 9
2025
Q2 		$4.53M Sell
37,457
-461
-1% -$52K 3.2% 10
2025
Q1 		$4.28M Sell
37,918
-645
-2% -$73.9K 3.2% 11
2024
Q4 		$4.26M Sell
38,563
-2,005
-5% -$223K 3.42% 9
2024
Q3 		$4.22M Buy
40,568
+877
+2% +$88K 3.47% 9
2024
Q2 		$3.75M Buy
39,691
+2,385
+6% +$223K 3.46% 10
2024
Q1 		$3.57M Buy
37,306
+1,090
+3% +$97.1K 1.7% 14
2023
Q4 		$3.09M Sell
36,216
-25,071
-41% -$1.95M 1.73% 14
2023
Q3 		$4.58M Sell
61,287
-20
-0% -$1.54K 2.72% 8
2023
Q2 		$4.57M Sell
61,307
-2,446
-4% -$176K 2.65% 9
2023
Q1 		$4.54M Sell
63,753
-17,147
-21% -$1.32M 2.8% 8
2022
Q4 		$6.11M Buy
80,900
+555
+0.7% +$41.6K 4.17% 5
2022
Q3 		$5.43M Buy
80,345
+20,505
+34% +$1.51M 3.74% 6
2022
Q2 		$4.19M Buy
59,840
+4,975
+9% +$379K 2.98% 9
2022
Q1 		$4.64M Sell
54,865
-2,119
-4% -$182K 2.94% 9
2021
Q4 		$4.94M Sell
56,984
-1,020
-2% -$88.8K 3.03% 9
2021
Q3 		$4.79M Sell
58,004
-10,770
-16% -$894K 3.14% 8
2021
Q2 		$5.57M Sell
68,774
-3,810
-5% -$306K 3.43% 7
2021
Q1 		$5.43M Sell
72,584
-4,208
-5% -$299K 3.51% 7
2020
Q4 		$5.13M Buy
76,792
+1,460
+2% +$90.1K 3.5% 8
2020
Q3 		$4.27M Buy
75,332
+90
+0.1% +$5.16K 3.45% 8
2020
Q2 		$4.14M Buy
+75,242
New +$4.01M 3.43% 8
2020
Q1 		– Sell
-70,250
Closed -$4.84M – 42
2019
Q4 		$4.84M Buy
+70,250
New +$4.66M 4.99% 5

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HC Advisors's IYF Position: Q1 2026 in Review

HC Advisors increased its iShares US Financials ETF (IYF) stake by 1.4% in Q1 2026, buying an estimated $61.3K and bringing the position to 36,542 shares worth $4.3M. The position accounts for 2.88% of the portfolio, ranked #11.

HC Advisors first reported a position in IYF in Q4 2019 and has held it in 25 quarters since. The position peaked at $6.11M in Q4 2022. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

  • HC Advisors held 36,542 shares of iShares US Financials ETF worth $4.3M as of Q1 2026.
  • HC Advisors bought 494 iShares US Financials ETF shares in Q1 2026, an estimated $61.3K.
  • iShares US Financials ETF made up 2.88% of HC Advisors's portfolio in Q1 2026, its #11 holding.
  • HC Advisors first reported a position in iShares US Financials ETF in Q4 2019 and has held it in 25 quarters since.
  • HC Advisors's iShares US Financials ETF position peaked at $6.11M in Q4 2022.
  • 465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on HC Advisors's 13F filing for Q1 2026, filed 5 May 2026.