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Tidemark’s iShares US Financials ETF IYF Stock Holding History

Tidemark’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 		$1.08M Buy
8,500
+300
+4% +$37.2K 0.24% 56
2026
Q1 		$965K Sell
8,200
-425
-5% -$52.7K 0.25% 56
2025
Q4 		$1.11M Buy
8,625
+446
+5% +$55.8K 0.32% 45
2025
Q3 		$1.04M Buy
8,179
+3,268
+67% +$404K 0.3% 50
2025
Q2 		$594K Sell
4,911
-129
-3% -$14.5K 0.19% 62
2025
Q1 		$569K Buy
5,040
+3,600
+250% +$412K 0.21% 63
2024
Q4 		$159K Buy
+1,440
New +$160K 0.06% 134

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

Tidemark's IYF Position: Q2 2026 in Review

Tidemark increased its iShares US Financials ETF (IYF) stake by 3.7% in Q2 2026, buying an estimated $37.2K and bringing the position to 8,500 shares worth $1.08M. The position accounts for 0.24% of the portfolio, ranked #56.

Tidemark first reported a position in IYF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.11M in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Tidemark held 8,500 shares of iShares US Financials ETF worth $1.08M as of Q2 2026.
  • Tidemark bought 300 iShares US Financials ETF shares in Q2 2026, an estimated $37.2K.
  • iShares US Financials ETF made up 0.24% of Tidemark's portfolio in Q2 2026, its #56 holding.
  • Tidemark first reported a position in iShares US Financials ETF in Q4 2024 and has held it in 7 quarters since.
  • Tidemark's iShares US Financials ETF position peaked at $1.11M in Q4 2025.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.