TritonPoint Wealth’s iShares US Financials ETF IYF Stock Holding History

TritonPoint Wealth’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	$475K	Hold	3,727	–	–	0.05%	182
2026 Q1	$439K	Sell	3,727 -235	-6%	-$29.2K	0.05%	188
2025 Q4	$511K	Buy	3,962 +192	+5%	+$24K	0.05%	172
2025 Q3	$477K	Sell	3,770 -400	-10%	-$49.5K	0.04%	232
2025 Q2	$505K	Sell	4,170 -880	-17%	-$99.2K	0.05%	212
2025 Q1	$570K	Sell	5,050 -8	-0.2%	-$916	0.05%	198
2024 Q4	$559K	Sell	5,058 -202	-4%	-$22.5K	0.05%	198
2024 Q3	$544K	Buy	5,260 +335	+7%	+$33.6K	0.05%	203
2024 Q2	$466K	Sell	4,925 -452	-8%	-$42.3K	0.04%	209
2024 Q1	$291K	Buy	5,377 +1,971	+58%	+$176K	0.03%	259
2023 Q4	$291K	Buy	+3,406	New	+$266K	0.03%	266

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

TritonPoint Wealth's IYF Position: Q2 2026 in Review

TritonPoint Wealth held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 3,727 shares worth $475K. The position accounts for 0.05% of the portfolio, ranked #182.

TritonPoint Wealth first reported a position in IYF in Q4 2023 and has held it in 11 quarters since. The position peaked at $570K in Q1 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

TritonPoint Wealth held 3,727 shares of iShares US Financials ETF worth $475K as of Q2 2026.
TritonPoint Wealth left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up 0.05% of TritonPoint Wealth's portfolio in Q2 2026, its #182 holding.
TritonPoint Wealth first reported a position in iShares US Financials ETF in Q4 2023 and has held it in 11 quarters since.
TritonPoint Wealth's iShares US Financials ETF position peaked at $570K in Q1 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.