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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
Q2 		$4.73M Buy
37,120
+578
+2% +$71.8K 2.87% 10
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 $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HC Advisors's IYF Position: Q2 2026 in Review

HC Advisors increased its iShares US Financials ETF (IYF) stake by 1.6% in Q2 2026, buying an estimated $71.8K and bringing the position to 37,120 shares worth $4.73M. The position accounts for 2.87% of the portfolio, ranked #10.

HC Advisors first reported a position in IYF in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.11M in Q4 2022. 461 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • HC Advisors held 37,120 shares of iShares US Financials ETF worth $4.73M as of Q2 2026.
  • HC Advisors bought 578 iShares US Financials ETF shares in Q2 2026, an estimated $71.8K.
  • iShares US Financials ETF made up 2.87% of HC Advisors's portfolio in Q2 2026, its #10 holding.
  • HC Advisors first reported a position in iShares US Financials ETF in Q4 2019 and has held it in 26 quarters since.
  • HC Advisors's iShares US Financials ETF position peaked at $6.11M in Q4 2022.
  • 461 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on HC Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.