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

United Capital Financial 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 		$8.77M Sell
74,433
-1,276
-2% -$158K 0.05% 259
2025
Q4 		$9.76M Sell
75,709
-6,036
-7% -$755K 0.06% 244
2025
Q3 		$10.4M Sell
81,745
-335
-0.4% -$41.4K 0.07% 202
2025
Q2 		$9.93M Sell
82,080
-795
-1% -$89.6K 0.08% 197
2025
Q1 		$9.35M Buy
82,875
+254
+0.3% +$29.1K 0.08% 190
2024
Q4 		$9.14M Sell
82,621
-586
-0.7% -$65.3K 0.08% 188
2024
Q3 		$8.65M Sell
83,207
-2,842
-3% -$285K 0.07% 203
2024
Q2 		$8.14M Sell
86,049
-25
-0% -$2.34K 0.07% 200
2024
Q1 		$8.23M Sell
86,074
-3,016
-3% -$269K 0.07% 202
2023
Q4 		$7.61M Sell
89,090
-26,523
-23% -$2.07M 0.06% 230
2023
Q3 		$8.64M Buy
115,613
+951
+0.8% +$73.3K 0.06% 238
2023
Q2 		$8.55M Sell
114,662
-600
-0.5% -$43.3K 0.05% 256
2023
Q1 		$8.2M Sell
115,262
-1,018
-0.9% -$78.3K 0.05% 264
2022
Q4 		$8.78M Buy
116,280
+8,361
+8% +$627K 0.05% 260
2022
Q3 		$7.29M Buy
107,919
+10,532
+11% +$776K 0.04% 279
2022
Q2 		$6.82M Sell
97,387
-2,788
-3% -$213K 0.04% 300
2022
Q1 		$8.47M Buy
100,175
+2,206
+2% +$190K 0.04% 299
2021
Q4 		$8.49M Buy
97,969
+5,712
+6% +$497K 0.04% 296
2021
Q3 		$7.62M Buy
92,257
+9,006
+11% +$748K 0.04% 306
2021
Q2 		$6.75M Buy
83,251
+149
+0.2% +$12K 0.03% 331
2021
Q1 		$6.22M Buy
83,102
+6,681
+9% +$475K 0.03% 332
2020
Q4 		$5.1M Buy
76,421
+3,667
+5% +$226K 0.03% 347
2020
Q3 		$4.13M Buy
72,754
+922
+1% +$52.9K 0.03% 371
2020
Q2 		$3.96M Buy
71,832
+264
+0.4% +$14.1K 0.03% 398
2020
Q1 		$3.48M Sell
71,568
-8,748
-11% -$554K 0.03% 398
2019
Q4 		$5.52M Buy
80,316
+1,446
+2% +$96K 0.04% 403
2019
Q3 		$5.08M Sell
78,870
-1,802
-2% -$114K 0.04% 410
2019
Q2 		$5.07M Buy
80,672
+56,136
+229% +$3.46M 0.03% 422
2019
Q1 		$1.45M Sell
24,536
-314
-1% -$18.2K 0.01% 675
2018
Q4 		$1.32M Sell
24,850
-127,058
-84% -$7.28M 0.01% 647
2018
Q3 		$9.23M Sell
151,908
-89,162
-37% -$5.46M 0.06% 314
2018
Q2 		$14.1M Sell
241,070
-69,236
-22% -$4.12M 0.11% 213
2018
Q1 		$18.3M Buy
310,306
+90,416
+41% +$5.48M 0.14% 169
2017
Q4 		$13.2M Sell
219,890
-70,256
-24% -$4.08M 0.1% 240
2017
Q3 		$16.3M Sell
290,146
-44,454
-13% -$2.42M 0.14% 173
2017
Q2 		$18M Buy
334,600
+82,070
+32% +$4.29M 0.16% 144
2017
Q1 		$13.1M Buy
252,530
+26,926
+12% +$1.4M 0.12% 194
2016
Q4 		$11.4M Sell
225,604
-575,888
-72% -$27.5M 0.11% 217
2016
Q3 		$36.1M Buy
801,492
+314,662
+65% +$14.1M 0.35% 59
2016
Q2 		$20.9M Buy
486,830
+477,310
+5,014% +$20.6M 0.21% 98
2016
Q1 		$403K Sell
9,520
-593,580
-98% -$24.1M ﹤0.01% 934
2015
Q4 		$26.7M Buy
603,100
+570,006
+1,722% +$25.4M 0.31% 57
2015
Q3 		$1.39M Sell
33,094
-494,552
-94% -$22.1M 0.02% 608
2015
Q2 		$23.7M Sell
527,646
-42,306
-7% -$1.91M 0.27% 82
2015
Q1 		$25.3M Sell
569,952
-10,084
-2% -$448K 0.31% 83
2014
Q4 		$26.2M Sell
580,036
-13,140
-2% -$571K 0.39% 65
2014
Q3 		$24.8M Buy
+593,176
New +$24.9M 0.43% 53
2014
Q2 		– Sell
-9,660
Closed -$395K – 874
2014
Q1 		$395K Buy
+9,660
New +$386K 0.01% 699
2013
Q4 		– Sell
-10,298
Closed -$377K – 707
2013
Q3 		$377K Buy
+10,298
New +$382K 0.01% 510

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

United Capital Financial Advisors's IYF Position: Q1 2026 in Review

United Capital Financial Advisors reduced its iShares US Financials ETF (IYF) stake by 1.7% in Q1 2026, selling an estimated $158K and leaving 74,433 shares worth $8.77M. The position accounts for 0.05% of the portfolio, ranked #259.

United Capital Financial Advisors first reported a position in IYF in Q3 2013 and has held it in 49 quarters since. The position peaked at $36.1M in Q3 2016. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

  • United Capital Financial Advisors held 74,433 shares of iShares US Financials ETF worth $8.77M as of Q1 2026.
  • United Capital Financial Advisors sold 1,276 iShares US Financials ETF shares in Q1 2026, an estimated $158K.
  • iShares US Financials ETF made up 0.05% of United Capital Financial Advisors's portfolio in Q1 2026, its #259 holding.
  • United Capital Financial Advisors first reported a position in iShares US Financials ETF in Q3 2013 and has held it in 49 quarters since.
  • United Capital Financial Advisors's iShares US Financials ETF position peaked at $36.1M in Q3 2016.
  • 465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.