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	–	972
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

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

Thurston Springer Miller Herd & Titak's IYF Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 145 shares worth $18.5K. The position accounts for 0.01% of the portfolio, ranked #699.

Thurston Springer Miller Herd & Titak first reported a position in IYF in Q2 2024 and has held it in 8 quarters since. The position peaked at $99.1K in Q2 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Thurston Springer Miller Herd & Titak held 145 shares of iShares US Financials ETF worth $18.5K as of Q2 2026.
Thurston Springer Miller Herd & Titak left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up 0.01% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #699 holding.
Thurston Springer Miller Herd & Titak first reported a position in iShares US Financials ETF in Q2 2024 and has held it in 8 quarters since.
Thurston Springer Miller Herd & Titak's iShares US Financials ETF position peaked at $99.1K in Q2 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.