Prime Capital Investment Advisors’s iShares US Financials ETF IYF Stock Holding History

Prime Capital Investment 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	$768K	Sell	6,020 -2,110	-26%	-$262K	0.01%	588
2026 Q1	$957K	Sell	8,130 -156	-2%	-$19.4K	0.01%	514
2025 Q4	$1.07M	Buy	8,286 +4	+0%	+$500	0.01%	479
2025 Q3	$1.05M	Buy	8,282 +3	+0%	+$371	0.01%	477
2025 Q2	$1M	Sell	8,279 -1,348	-14%	-$152K	0.01%	469
2025 Q1	$1.09M	Buy	9,627 +1,636	+20%	+$187K	0.01%	483
2024 Q4	$884K	Hold	7,991	–	–	0.01%	448
2024 Q3	$830K	Hold	7,991	–	–	0.01%	477
2024 Q2	$756K	Buy	7,991 +157	+2%	+$14.7K	0.01%	486
2024 Q1	$749K	Sell	7,834 -1,430	-15%	-$127K	0.01%	519
2023 Q4	$791K	Buy	9,264 +2,129	+30%	+$166K	0.01%	474
2023 Q3	$533K	Buy	7,135 +1,393	+24%	+$107K	0.01%	459
2023 Q2	$428K	Buy	5,742 +1,392	+32%	+$100K	0.01%	512
2023 Q1	$309K	Buy	+4,350	New	+$335K	0.01%	425

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

Prime Capital Investment Advisors's IYF Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its iShares US Financials ETF (IYF) stake by 26% in Q2 2026, selling an estimated $262K and leaving 6,020 shares worth $768K. The position accounts for 0.01% of the portfolio, ranked #588.

Prime Capital Investment Advisors first reported a position in IYF in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.09M in Q1 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Prime Capital Investment Advisors held 6,020 shares of iShares US Financials ETF worth $768K as of Q2 2026.
Prime Capital Investment Advisors sold 2,110 iShares US Financials ETF shares in Q2 2026, an estimated $262K.
iShares US Financials ETF made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #588 holding.
Prime Capital Investment Advisors first reported a position in iShares US Financials ETF in Q1 2023 and has held it in 14 quarters since.
Prime Capital Investment Advisors's iShares US Financials ETF position peaked at $1.09M in Q1 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.