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Tepp RIA’s iShares US Financials ETF IYF Stock Holding History

Tepp RIA’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 		$1.04M Sell
8,117
-1,171
-13% -$145K 0.7% 20
2026
Q1 		$1.09M Buy
9,288
+1,791
+24% +$222K 0.86% 20
2025
Q4 		$967K Buy
7,497
+187
+3% +$23.4K 0.96% 14
2025
Q3 		$926K Sell
7,310
-25
-0.3% -$3.09K 1.05% 13
2025
Q2 		$887K Sell
7,335
-24,016
-77% -$2.71M 1.15% 10
2025
Q1 		$3.54M Buy
+31,351
New +$3.59M 4.8% 7

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tepp RIA's IYF Position: Q2 2026 in Review

Tepp RIA reduced its iShares US Financials ETF (IYF) stake by 13% in Q2 2026, selling an estimated $145K and leaving 8,117 shares worth $1.04M. The position accounts for 0.7% of the portfolio, ranked #20.

Tepp RIA first reported a position in IYF in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.54M in Q1 2025. 461 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Tepp RIA held 8,117 shares of iShares US Financials ETF worth $1.04M as of Q2 2026.
  • Tepp RIA sold 1,171 iShares US Financials ETF shares in Q2 2026, an estimated $145K.
  • iShares US Financials ETF made up 0.7% of Tepp RIA's portfolio in Q2 2026, its #20 holding.
  • Tepp RIA first reported a position in iShares US Financials ETF in Q1 2025 and has held it in 6 quarters since.
  • Tepp RIA's iShares US Financials ETF position peaked at $3.54M in Q1 2025.
  • 461 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Tepp RIA's 13F filing for Q2 2026, filed 28 Jul 2026.