Tucker Asset Management’s iShares US Financials ETF IYF Stock Holding History

Tucker Asset 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 Q2	$17.2K	Hold	135	–	–	﹤0.01%	317
2026 Q1	$15.9K	Sell	135 -51	-27%	-$6.33K	﹤0.01%	277
2025 Q4	$24K	Sell	186 -15	-7%	-$1.88K	0.01%	428
2025 Q3	$25.5K	Buy	201 +156	+347%	+$19.3K	0.01%	224
2025 Q2	$5.45K	Hold	45	–	–	﹤0.01%	241
2025 Q1	$5.08K	Buy	+45	New	+$5.15K	﹤0.01%	258

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

Tucker Asset Management's IYF Position: Q2 2026 in Review

Tucker Asset Management held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 135 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

Tucker Asset Management first reported a position in IYF in Q1 2025 and has held it in 6 quarters since. The position peaked at $25.5K in Q3 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Tucker Asset Management held 135 shares of iShares US Financials ETF worth $17.2K as of Q2 2026.
Tucker Asset Management left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q2 2026, its #317 holding.
Tucker Asset Management first reported a position in iShares US Financials ETF in Q1 2025 and has held it in 6 quarters since.
Tucker Asset Management's iShares US Financials ETF position peaked at $25.5K in Q3 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.