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

Southern Capital 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	$712K	Buy	5,582 +68	+1%	+$8.44K	0.3%	32
2026 Q1	$649K	Buy	5,514 +259	+5%	+$32.1K	0.3%	37
2025 Q4	$678K	Buy	5,255 +347	+7%	+$43.4K	0.31%	39
2025 Q3	$622K	Buy	4,908 +54	+1%	+$6.68K	0.29%	40
2025 Q2	$587K	Sell	4,854 -72	-1%	-$8.11K	0.3%	42
2025 Q1	$556K	Buy	+4,926	New	+$564K	0.31%	40

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

Southern Capital Advisors's IYF Position: Q2 2026 in Review

Southern Capital Advisors increased its iShares US Financials ETF (IYF) stake by 1.2% in Q2 2026, buying an estimated $8.44K and bringing the position to 5,582 shares worth $712K. The position accounts for 0.3% of the portfolio, ranked #32.

Southern Capital Advisors first reported a position in IYF in Q1 2025 and has held it in 6 quarters since. 461 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Southern Capital Advisors held 5,582 shares of iShares US Financials ETF worth $712K as of Q2 2026.
Southern Capital Advisors bought 68 iShares US Financials ETF shares in Q2 2026, an estimated $8.44K.
iShares US Financials ETF made up 0.3% of Southern Capital Advisors's portfolio in Q2 2026, its #32 holding.
Southern Capital Advisors first reported a position in iShares US Financials ETF in Q1 2025 and has held it in 6 quarters since.
461 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Southern Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.