Piedmont Capital Management (North Carolina)’s iShares US Financials ETF IYF Stock Holding History

Piedmont Capital Management (North Carolina)’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	$18.8K	Buy	+160	New	+$19.9K	0.01%	117

Other funds holding IYF

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Piedmont Capital Management (North Carolina)'s IYF Position: Q1 2026 in Review

Piedmont Capital Management (North Carolina) opened a new position in iShares US Financials ETF (IYF) in Q1 2026: 160 shares worth $18.8K. The stake represents 0.01% of the portfolio and ranks #117 among its holdings.

465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

Piedmont Capital Management (North Carolina) held 160 shares of iShares US Financials ETF worth $18.8K as of Q1 2026.
iShares US Financials ETF was a new Piedmont Capital Management (North Carolina) position in Q1 2026.
iShares US Financials ETF made up 0.01% of Piedmont Capital Management (North Carolina)'s portfolio in Q1 2026, its #117 holding.
465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Piedmont Capital Management (North Carolina)'s 13F filing for Q1 2026, filed 21 Apr 2026.