Center for Financial Planning’s iShares US Financials ETF IYF Stock Holding History

Center for Financial Planning’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	$39.5K	Hold	310	–	–	﹤0.01%	357
2026 Q1	$36.5K	Hold	310	–	–	﹤0.01%	346
2025 Q4	$40K	Hold	310	–	–	﹤0.01%	322
2025 Q3	$39.3K	Hold	310	–	–	﹤0.01%	334
2025 Q2	$37.5K	Hold	310	–	–	﹤0.01%	322
2025 Q1	$35K	Hold	310	–	–	﹤0.01%	326
2024 Q4	$34.3K	Hold	310	–	–	﹤0.01%	302
2024 Q3	$32.2K	Hold	310	–	–	﹤0.01%	294
2024 Q2	$29.3K	Hold	310	–	–	﹤0.01%	291
2024 Q1	$29.7K	Hold	310	–	–	﹤0.01%	292
2023 Q4	$26.5K	Hold	310	–	–	﹤0.01%	288
2023 Q3	$23.2K	Hold	310	–	–	0.01%	292
2023 Q2	$23.1K	Hold	310	–	–	﹤0.01%	308
2023 Q1	$22.1K	Hold	310	–	–	0.01%	289
2022 Q4	$23.4K	Hold	310	–	–	0.01%	285
2022 Q3	$21K	Hold	310	–	–	0.01%	290
2022 Q2	$22K	Hold	310	–	–	0.01%	286
2022 Q1	$26K	Hold	310	–	–	0.01%	288
2021 Q4	$27K	Hold	310	–	–	0.01%	290
2021 Q3	$26K	Hold	310	–	–	0.01%	290
2021 Q2	$25K	Hold	310	–	–	0.01%	287
2021 Q1	$23K	Hold	310	–	–	0.01%	294
2020 Q4	$21K	Hold	310	–	–	0.01%	277
2020 Q3	$18K	Hold	310	–	–	0.01%	268
2020 Q2	$17K	Hold	310	–	–	0.01%	273
2020 Q1	$15K	Hold	310	–	–	0.01%	280
2019 Q4	$21K	Buy	+310	New	+$20.6K	0.01%	257

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

Center for Financial Planning's IYF Position: Q2 2026 in Review

Center for Financial Planning held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 310 shares worth $39.5K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Center for Financial Planning first reported a position in IYF in Q4 2019 and has held it in 27 quarters since. The position peaked at $40K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Center for Financial Planning held 310 shares of iShares US Financials ETF worth $39.5K as of Q2 2026.
Center for Financial Planning left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #357 holding.
Center for Financial Planning first reported a position in iShares US Financials ETF in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's iShares US Financials ETF position peaked at $40K in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.