Money Concepts Capital’s iShares US Financials ETF IYF Stock Holding History

Money Concepts Capital’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	$247K	Buy	1,940 +198	+11%	+$24.6K	0.01%	560
2026 Q1	$205K	Buy	+1,742	New	+$216K	0.01%	547
2025 Q4	–	Sell	-15,219	Closed	-$1.93M	–	528
2025 Q3	$1.93M	Buy	15,219 +12,259	+414%	+$1.52M	0.12%	174
2025 Q2	$358K	Buy	2,960 +264	+10%	+$29.8K	0.02%	346
2025 Q1	$304K	Buy	2,696 +399	+17%	+$45.7K	0.02%	352
2024 Q4	$254K	Buy	2,297 +203	+10%	+$22.6K	0.02%	368
2024 Q3	$218K	Buy	+2,094	New	+$210K	0.02%	385
2023 Q2	–	Sell	-34,789	Closed	-$415K	–	419
2023 Q1	$415K	Buy	34,789 +31,592	+988%	+$2.43M	0.02%	309
2022 Q4	$241K	Buy	3,197 +1,864	+140%	+$140K	0.01%	613
2022 Q3	$90K	Buy	1,333 +29	+2%	+$2.14K	0.01%	591
2022 Q2	$92K	Sell	1,304 -2,145	-62%	-$164K	0.01%	582
2022 Q1	$292K	Buy	3,449 +1,839	+114%	+$158K	0.02%	589
2021 Q4	$140K	Buy	+1,610	New	+$140K	0.01%	521
2021 Q1	$133K	Buy	1,776 +19	+1%	+$1.35K	0.01%	496
2020 Q4	$117K	Buy	+1,757	New	+$108K	0.01%	458

Other funds holding IYF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Money Concepts Capital's IYF Position: Q2 2026 in Review

Money Concepts Capital increased its iShares US Financials ETF (IYF) stake by 11% in Q2 2026, buying an estimated $24.6K and bringing the position to 1,940 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #560.

Money Concepts Capital first reported a position in IYF in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.93M in Q3 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Money Concepts Capital held 1,940 shares of iShares US Financials ETF worth $247K as of Q2 2026.
Money Concepts Capital bought 198 iShares US Financials ETF shares in Q2 2026, an estimated $24.6K.
iShares US Financials ETF made up 0.01% of Money Concepts Capital's portfolio in Q2 2026, its #560 holding.
Money Concepts Capital first reported a position in iShares US Financials ETF in Q4 2020 and has held it in 15 quarters since.
Money Concepts Capital's iShares US Financials ETF position peaked at $1.93M in Q3 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.