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Key Capital Management’s iShares US Financials ETF IYF Stock Holding History

Key Capital 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
Q2 		$39K Buy
306
+288
+1,600% +$35.8K 0.02% 191
2026
Q1 		$2.12K Sell
18
-197
-92% -$24.4K ﹤0.01% 513
2025
Q4 		$27.7K Buy
+215
New +$26.9K 0.03% 189

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.89B AUM 27.89% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Key Capital Management's IYF Position: Q2 2026 in Review

Key Capital Management increased its iShares US Financials ETF (IYF) stake by 1,600% in Q2 2026, buying an estimated $35.8K and bringing the position to 306 shares worth $39K. The position accounts for 0.02% of the portfolio, ranked #191.

Key Capital Management first reported a position in IYF in Q4 2025 and has held it in 3 quarters since. 244 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Key Capital Management held 306 shares of iShares US Financials ETF worth $39K as of Q2 2026.
  • Key Capital Management bought 288 iShares US Financials ETF shares in Q2 2026, an estimated $35.8K.
  • iShares US Financials ETF made up 0.02% of Key Capital Management's portfolio in Q2 2026, its #191 holding.
  • Key Capital Management first reported a position in iShares US Financials ETF in Q4 2025 and has held it in 3 quarters since.
  • 244 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.