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

Stillwater 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 		$6.32M Sell
49,581
-482
-1% -$59.8K 0.64% 34
2026
Q1 		$5.89M Sell
50,063
-9,651
-16% -$1.2M 0.67% 33
2025
Q4 		$7.7M Sell
59,714
-244
-0.4% -$30.5K 0.83% 33
2025
Q3 		$7.59M Sell
59,958
-418
-0.7% -$51.7K 0.85% 32
2025
Q2 		$7.3M Sell
60,376
-301
-0.5% -$33.9K 0.93% 31
2025
Q1 		$6.85M Buy
60,677
+6,168
+11% +$706K 0.96% 32
2024
Q4 		$6.03M Buy
54,509
+3,352
+7% +$373K 0.75% 34
2024
Q3 		$5.32M Sell
51,157
-5,004
-9% -$502K 0.69% 36
2024
Q2 		$5.31M Sell
56,161
-122
-0.2% -$11.4K 0.74% 36
2024
Q1 		$5.38M Sell
56,283
-6,675
-11% -$595K 0.8% 34
2023
Q4 		$5.38M Buy
62,958
+333
+0.5% +$26K 0.86% 35
2023
Q3 		$4.68M Buy
62,625
+554
+0.9% +$42.7K 0.85% 34
2023
Q2 		$4.63M Sell
62,071
-143,218
-70% -$10.3M 0.82% 35
2023
Q1 		$14.6M Buy
205,289
+1,552
+0.8% +$119K 2.84% 12
2022
Q4 		$15.4M Buy
203,737
+2,081
+1% +$156K 3.24% 11
2022
Q3 		$13.6M Sell
201,656
-13,058
-6% -$962K 3.11% 12
2022
Q2 		$15M Buy
214,714
+4,597
+2% +$351K 2.79% 13
2022
Q1 		$17.8M Buy
210,117
+35,802
+21% +$3.08M 2.85% 9
2021
Q4 		$15.1M Buy
174,315
+7,812
+5% +$680K 2.3% 20
2021
Q3 		$13.7M Sell
166,503
-361
-0.2% -$30K 2.27% 22
2021
Q2 		$13.5M Buy
166,864
+4,096
+3% +$329K 2.24% 20
2021
Q1 		$12.2M Sell
162,768
-15,280
-9% -$1.09M 2.21% 21
2020
Q4 		$11.9M Buy
178,048
+1,618
+0.9% +$99.9K 2.28% 22
2020
Q3 		$10M Buy
176,430
+1,132
+0.6% +$64.9K 2.18% 23
2020
Q2 		$9.65M Buy
175,298
+6,410
+4% +$342K 2.33% 22
2020
Q1 		$8.21M Buy
168,888
+5,162
+3% +$327K 2.42% 20
2019
Q4 		$11.3M Buy
163,726
+10,194
+7% +$676K 2.55% 17
2019
Q3 		$9.88M Buy
153,532
+3,180
+2% +$202K 2.51% 20
2019
Q2 		$9.44M Sell
150,352
-49,556
-25% -$3.05M 2.33% 21
2019
Q1 		$11.8M Sell
199,908
-7,478
-4% -$435K 2.57% 14
2018
Q4 		$11M Buy
207,386
+234
+0.1% +$13.4K 2.75% 16
2018
Q3 		$12.6M Buy
207,152
+17,684
+9% +$1.08M 2.61% 13
2018
Q2 		$11.1M Sell
189,468
-5,422
-3% -$323K 2.65% 16
2018
Q1 		$11.5M Buy
194,890
+3,512
+2% +$213K 2.76% 15
2017
Q4 		$11.4M Buy
191,378
+3,472
+2% +$202K 2.69% 18
2017
Q3 		$10.5M Buy
187,906
+18,294
+11% +$997K 2.73% 17
2017
Q2 		$9.12M Buy
169,612
+12,048
+8% +$630K 2.31% 25
2017
Q1 		$8.2M Sell
157,564
-5,882
-4% -$307K 2.18% 27
2016
Q4 		$8.29M Buy
163,446
+8,834
+6% +$422K 2.22% 26
2016
Q3 		$6.96M Buy
154,612
+4,958
+3% +$222K 2.03% 26
2016
Q2 		$6.43M Buy
149,654
+2,506
+2% +$108K 1.92% 27
2016
Q1 		$6.22M Buy
147,148
+700
+0.5% +$28.4K 1.84% 28
2015
Q4 		$6.47M Buy
146,448
+8,680
+6% +$387K 1.98% 24
2015
Q3 		$5.79M Sell
137,768
-16,376
-11% -$730K 1.98% 25
2015
Q2 		$6.92M Sell
154,144
-768
-0.5% -$34.8K 2% 26
2015
Q1 		$6.9M Buy
154,912
+19,124
+14% +$849K 2.1% 25
2014
Q4 		$6.12M Buy
135,788
+47,592
+54% +$2.07M 1.84% 27
2014
Q3 		$3.69M Buy
88,196
+9,366
+12% +$393K 1.23% 30
2014
Q2 		$3.28M Buy
78,830
+2,000
+3% +$81.2K 1.11% 31
2014
Q1 		$3.14M Buy
76,830
+7,254
+10% +$290K 1.14% 31
2013
Q4 		$2.79M Buy
69,576
+16,560
+31% +$638K 1.08% 30
2013
Q3 		$1.94M Sell
53,016
-532
-1% -$19.7K 1.15% 29
2013
Q2 		$1.92M Buy
+53,548
New +$1.89M 1.18% 28

Other funds holding IYF

MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
CFO
Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
KCM
Kennicott Capital Management Corte Madera, California $216M AUM 24% 1-Year Est. Return

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

Stillwater Capital Advisors reduced its iShares US Financials ETF (IYF) stake by 0.96% in Q2 2026, selling an estimated $59.8K and leaving 49,581 shares worth $6.32M. The position accounts for 0.64% of the portfolio, ranked #34.

Stillwater Capital Advisors first reported a position in IYF in Q2 2013 and has held it in 53 quarters since. The position peaked at $17.8M in Q1 2022. 124 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Stillwater Capital Advisors held 49,581 shares of iShares US Financials ETF worth $6.32M as of Q2 2026.
  • Stillwater Capital Advisors sold 482 iShares US Financials ETF shares in Q2 2026, an estimated $59.8K.
  • iShares US Financials ETF made up 0.64% of Stillwater Capital Advisors's portfolio in Q2 2026, its #34 holding.
  • Stillwater Capital Advisors first reported a position in iShares US Financials ETF in Q2 2013 and has held it in 53 quarters since.
  • Stillwater Capital Advisors's iShares US Financials ETF position peaked at $17.8M in Q1 2022.
  • 124 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Stillwater Capital Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.