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May Barnhard Investments’s iShares US Financials ETF IYF Stock Holding History

May Barnhard Investments’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
Q3 		$782K Buy
6,226
+1
+0% +$134 0.32% 52
2026
Q2 		$794K Buy
6,225
+1
+0% +$124 0.32% 51
2026
Q1 		$732K Buy
6,224
+1
+0% +$124 0.36% 50
2025
Q4 		$802K Hold
6,223
– – 0.38% 49
2025
Q3 		$788K Buy
6,223
+2
+0% +$247 0.37% 48
2025
Q2 		$753K Hold
6,221
– – 0.35% 49
2025
Q1 		$702K Buy
6,221
+1
+0% +$115 0.35% 49
2024
Q4 		$688K Buy
6,220
+1
+0% +$111 0.33% 54
2024
Q3 		$646K Buy
6,219
+1
+0% +$100 0.32% 51
2024
Q2 		$588K Buy
6,218
+1
+0% +$94 0.3% 53
2024
Q1 		$595K Sell
6,217
-17
-0.3% -$1.51K 0.3% 53
2023
Q4 		$533K Buy
+6,234
New +$486K 0.27% 53

Other funds holding IYF

FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
MCM
Magnolia Capital Management Cold Spring, New York $141M AUM 20.1% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return

May Barnhard Investments's IYF Position: Q3 2026 in Review

May Barnhard Investments increased its iShares US Financials ETF (IYF) stake by 0.02% in Q3 2026, buying an estimated $134 and bringing the position to 6,226 shares worth $782K. The position accounts for 0.32% of the portfolio, ranked #52.

May Barnhard Investments first reported a position in IYF in Q4 2023 and has held it in 12 quarters since. The position peaked at $802K in Q4 2025. 23 funds tracked by Wall St. Rank hold IYF as of Q3 2026.

  • May Barnhard Investments held 6,226 shares of iShares US Financials ETF worth $782K as of Q3 2026.
  • May Barnhard Investments bought 1 iShares US Financials ETF share in Q3 2026, an estimated $134.
  • iShares US Financials ETF made up 0.32% of May Barnhard Investments's portfolio in Q3 2026, its #52 holding.
  • May Barnhard Investments first reported a position in iShares US Financials ETF in Q4 2023 and has held it in 12 quarters since.
  • May Barnhard Investments's iShares US Financials ETF position peaked at $802K in Q4 2025.
  • 23 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2026.

Based on May Barnhard Investments's 13F filing for Q3 2026, filed 9 Oct 2026.