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 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

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

May Barnhard Investments's IYF Position: Q2 2026 in Review

May Barnhard Investments increased its iShares US Financials ETF (IYF) stake by 0.02% in Q2 2026, buying an estimated $124 and bringing the position to 6,225 shares worth $794K. The position accounts for 0.32% of the portfolio, ranked #51.

May Barnhard Investments first reported a position in IYF in Q4 2023 and has held it in 11 quarters since. The position peaked at $802K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

May Barnhard Investments held 6,225 shares of iShares US Financials ETF worth $794K as of Q2 2026.
May Barnhard Investments bought 1 iShares US Financials ETF share in Q2 2026, an estimated $124.
iShares US Financials ETF made up 0.32% of May Barnhard Investments's portfolio in Q2 2026, its #51 holding.
May Barnhard Investments first reported a position in iShares US Financials ETF in Q4 2023 and has held it in 11 quarters since.
May Barnhard Investments's iShares US Financials ETF position peaked at $802K in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on May Barnhard Investments's 13F filing for Q2 2026, filed 21 Jul 2026.