U.S. Capital Wealth Advisors’s iShares US Financials ETF IYF Stock Holding History

U.S. Capital Wealth 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 Q1	$1.22M	Buy	10,382 +4,451	+75%	+$552K	0.03%	465
2025 Q4	$765K	Sell	5,931 -69	-1%	-$8.63K	0.02%	554
2025 Q3	$760K	Sell	6,000 -1,919	-24%	-$237K	0.02%	532
2025 Q2	$958K	Sell	7,919 -283	-3%	-$31.9K	0.03%	435
2025 Q1	$926K	Buy	8,202 +611	+8%	+$70K	0.03%	442
2024 Q4	$839K	Buy	+7,591	New	+$845K	0.03%	454
2023 Q1	–	Sell	-146	Closed	-$11K	–	1088
2022 Q4	$11K	Buy	+146	New	+$10.9K	﹤0.01%	1250

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

U.S. Capital Wealth Advisors's IYF Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its iShares US Financials ETF (IYF) stake by 75% in Q1 2026, buying an estimated $552K and bringing the position to 10,382 shares worth $1.22M. The position accounts for 0.03% of the portfolio, ranked #465.

U.S. Capital Wealth Advisors first reported a position in IYF in Q4 2022 and has held it in 7 quarters since. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

U.S. Capital Wealth Advisors held 10,382 shares of iShares US Financials ETF worth $1.22M as of Q1 2026.
U.S. Capital Wealth Advisors bought 4,451 iShares US Financials ETF shares in Q1 2026, an estimated $552K.
iShares US Financials ETF made up 0.03% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #465 holding.
U.S. Capital Wealth Advisors first reported a position in iShares US Financials ETF in Q4 2022 and has held it in 7 quarters since.
465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.