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Triumph Capital Management’s iShares US Financials ETF IYF Stock Holding History

Triumph Capital Management’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
Q3 		$1.76K Hold
14
– – ﹤0.01% 1627
2026
Q2 		$1.78K Hold
14
– – ﹤0.01% 1583
2026
Q1 		$1.65K Sell
14
-105
-88% -$13K ﹤0.01% 1559
2025
Q4 		$15.3K Buy
+119
New +$14.9K ﹤0.01% 946

Other funds holding IYF

FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $660M AUM 26.07% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return

Triumph Capital Management's IYF Position: Q3 2026 in Review

Triumph Capital Management held its iShares US Financials ETF (IYF) position steady in Q3 2026 at 14 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1627.

Triumph Capital Management first reported a position in IYF in Q4 2025 and has held it in 4 quarters since. The position peaked at $15.3K in Q4 2025. 47 funds tracked by Wall St. Rank hold IYF as of Q3 2026.

  • Triumph Capital Management held 14 shares of iShares US Financials ETF worth $1.76K as of Q3 2026.
  • Triumph Capital Management left its iShares US Financials ETF share count unchanged in Q3 2026.
  • iShares US Financials ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1627 holding.
  • Triumph Capital Management first reported a position in iShares US Financials ETF in Q4 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's iShares US Financials ETF position peaked at $15.3K in Q4 2025.
  • 47 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.