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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
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 $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

Tepp RIA's IYF Position: Q1 2026 in Review

Tepp RIA increased its iShares US Financials ETF (IYF) stake by 24% in Q1 2026, buying an estimated $222K and bringing the position to 9,288 shares worth $1.09M. The position accounts for 0.86% of the portfolio, ranked #20.

Tepp RIA first reported a position in IYF in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.54M in Q1 2025. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

  • Tepp RIA held 9,288 shares of iShares US Financials ETF worth $1.09M as of Q1 2026.
  • Tepp RIA bought 1,791 iShares US Financials ETF shares in Q1 2026, an estimated $222K.
  • iShares US Financials ETF made up 0.86% of Tepp RIA's portfolio in Q1 2026, its #20 holding.
  • Tepp RIA first reported a position in iShares US Financials ETF in Q1 2025 and has held it in 5 quarters since.
  • Tepp RIA's iShares US Financials ETF position peaked at $3.54M in Q1 2025.
  • 465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Tepp RIA's 13F filing for Q1 2026, filed 22 Apr 2026.