Buck Wealth Strategies’s iShares US Financials ETF IYF Stock Holding History

Buck Wealth Strategies’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	$417K	Buy	+3,272	New	+$406K	0.04%	140
2026 Q1	–	Sell	-6,918	Closed	-$892K	–	179
2025 Q4	$892K	Sell	6,918 -1,482	-18%	-$185K	0.11%	80
2025 Q3	$1.06M	Sell	8,400 -220	-3%	-$27.2K	0.15%	71
2025 Q2	$1.04M	Buy	8,620 +2,980	+53%	+$336K	0.16%	68
2025 Q1	$636K	Buy	+5,640	New	+$646K	0.12%	81

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

Buck Wealth Strategies's IYF Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in iShares US Financials ETF (IYF) in Q2 2026: 3,272 shares worth $417K. The stake represents 0.04% of the portfolio and ranks #140 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in IYF as recently as Q4 2025.

Buck Wealth Strategies first reported a position in IYF in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.06M in Q3 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Buck Wealth Strategies held 3,272 shares of iShares US Financials ETF worth $417K as of Q2 2026.
iShares US Financials ETF was a new Buck Wealth Strategies position in Q2 2026.
iShares US Financials ETF made up 0.04% of Buck Wealth Strategies's portfolio in Q2 2026, its #140 holding.
Buck Wealth Strategies first reported a position in iShares US Financials ETF in Q1 2025 and has held it in 5 quarters since.
Buck Wealth Strategies's iShares US Financials ETF position peaked at $1.06M in Q3 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.