Thurston Springer Miller Herd & Titak’s iShares US Financials ETF IYF Stock Holding History

Thurston Springer Miller Herd & Titak’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	$18.5K	Hold	145	–	–	0.01%	699
2026 Q1	$17.1K	Sell	145 -148	-51%	-$18.4K	0.01%	798
2025 Q4	$37.9K	Buy	+293	New	+$36.7K	0.01%	563
2025 Q3	–	Sell	-819	Closed	-$99.1K	–	973
2025 Q2	$99.1K	Hold	819	–	–	0.01%	503
2025 Q1	$92.4K	Buy	819 +219	+37%	+$25.1K	0.02%	478
2024 Q4	$66.3K	Hold	600	–	–	0.01%	467
2024 Q3	$62.3K	Hold	600	–	–	0.02%	506
2024 Q2	$56.7K	Buy	+600	New	+$56.2K	0.02%	531

Other funds holding IYF

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Kennicott Capital Management Corte Madera, California $216M AUM 24% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return