Tyler-Stone Wealth Management’s iShares US Financials ETF IYF Stock Holding History

Tyler-Stone Wealth 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
2025 Q2	$614K	Buy	5,079 +9	+0.2%	+$1.01K	0.1%	177
2025 Q1	$572K	Buy	5,070 +9	+0.2%	+$1.03K	0.1%	174
2024 Q4	$560K	Buy	5,061 +12	+0.2%	+$1.34K	0.1%	178
2024 Q3	$525K	Buy	5,049 +2,529	+100%	+$254K	0.1%	181
2024 Q2	$238K	Sell	2,520 -295	-10%	-$27.6K	0.1%	176
2024 Q1	$269K	Buy	2,815 +4	+0.1%	+$356	0.12%	155
2023 Q4	$240K	Buy	2,811 +17	+0.6%	+$1.32K	0.12%	163
2023 Q3	$209K	Hold	2,794	–	–	0.12%	152
2023 Q2	$208K	Buy	+2,794	New	+$201K	0.12%	155
2022 Q4	$210K	Buy	2,779 +187	+7%	+$14K	0.14%	141
2022 Q3	$175K	Hold	2,592	–	–	0.13%	145
2022 Q2	$181K	Buy	2,592 +75	+3%	+$5.72K	0.12%	159
2022 Q1	$213K	Buy	2,517 +855	+51%	+$73.6K	0.12%	161
2021 Q4	$144K	Buy	+1,662	New	+$145K	0.08%	221

Other funds holding IYF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Tyler-Stone Wealth Management's IYF Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its iShares US Financials ETF (IYF) stake by 0.18% in Q2 2025, buying an estimated $1.01K and bringing the position to 5,079 shares worth $614K. The position accounts for 0.1% of the portfolio, ranked #177.

Tyler-Stone Wealth Management first reported a position in IYF in Q4 2021 and has held it in 14 quarters since. 462 funds tracked by Wall St. Rank hold IYF as of Q2 2025.

Tyler-Stone Wealth Management held 5,079 shares of iShares US Financials ETF worth $614K as of Q2 2025.
Tyler-Stone Wealth Management bought 9 iShares US Financials ETF shares in Q2 2025, an estimated $1.01K.
iShares US Financials ETF made up 0.1% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #177 holding.
Tyler-Stone Wealth Management first reported a position in iShares US Financials ETF in Q4 2021 and has held it in 14 quarters since.
462 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.