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 Q3	$37.4K	Sell	298 -8	-3%	-$1.08K	0.01%	266
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 Camas, Washington $348B AUM 26.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Key Capital Management's IYF Position: Q3 2026 in Review

Key Capital Management reduced its iShares US Financials ETF (IYF) stake by 2.6% in Q3 2026, selling an estimated $1.08K and leaving 298 shares worth $37.4K. The position accounts for 0.01% of the portfolio, ranked #266.

Key Capital Management first reported a position in IYF in Q4 2025 and has held it in 4 quarters since. The position peaked at $39K in Q2 2026. 245 funds tracked by Wall St. Rank hold IYF as of Q3 2026.

Key Capital Management held 298 shares of iShares US Financials ETF worth $37.4K as of Q3 2026.
Key Capital Management sold 8 iShares US Financials ETF shares in Q3 2026, an estimated $1.08K.
iShares US Financials ETF made up 0.01% of Key Capital Management's portfolio in Q3 2026, its #266 holding.
Key Capital Management first reported a position in iShares US Financials ETF in Q4 2025 and has held it in 4 quarters since.
Key Capital Management's iShares US Financials ETF position peaked at $39K in Q2 2026.
245 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.