Creative Planning’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.45M | Buy |
20,806
+4,207
| +25% | +$522K | ﹤0.01% | 1744 |
|
|
2025
Q4 | $2.14M | Buy |
16,599
+358
| +2% | +$44.8K | ﹤0.01% | 1683 |
|
|
2025
Q3 | $2.06M | Buy |
16,241
+1,401
| +9% | +$173K | ﹤0.01% | 1521 |
|
|
2025
Q2 | $1.8M | Sell |
14,840
-502
| -3% | -$56.6K | ﹤0.01% | 1405 |
|
|
2025
Q1 | $1.73M | Buy |
15,342
+33
| +0.2% | +$3.78K | ﹤0.01% | 1282 |
|
|
2024
Q4 | $1.69M | Buy |
15,309
+786
| +5% | +$87.5K | ﹤0.01% | 1243 |
|
|
2024
Q3 | $1.51M | Sell |
14,523
-547
| -4% | -$54.9K | ﹤0.01% | 1236 |
|
|
2024
Q2 | $1.43M | Buy |
15,070
+68
| +0.5% | +$6.37K | ﹤0.01% | 1172 |
|
|
2024
Q1 | $1.43M | Sell |
15,002
-843
| -5% | -$75.1K | ﹤0.01% | 1120 |
|
|
2023
Q4 | $1.35M | Sell |
15,845
-738
| -4% | -$57.5K | ﹤0.01% | 1089 |
|
|
2023
Q3 | $1.24M | Buy |
16,583
+1,134
| +7% | +$87.4K | ﹤0.01% | 1064 |
|
|
2023
Q2 | $1.15M | Buy |
15,449
+202
| +1% | +$14.6K | ﹤0.01% | 1065 |
|
|
2023
Q1 | $1.08M | Sell |
15,247
-756
| -5% | -$58.1K | ﹤0.01% | 1040 |
|
|
2022
Q4 | $1.21M | Buy |
16,003
+548
| +4% | +$41.1K | ﹤0.01% | 949 |
|
|
2022
Q3 | $1.04M | Sell |
15,455
-46
| -0.3% | -$3.39K | ﹤0.01% | 952 |
|
|
2022
Q2 | $1.08M | Sell |
15,501
-106
| -0.7% | -$8.09K | ﹤0.01% | 937 |
|
|
2022
Q1 | $1.32M | Buy |
15,607
+1,458
| +10% | +$126K | ﹤0.01% | 862 |
|
|
2021
Q4 | $1.23M | Buy |
14,149
+947
| +7% | +$82.5K | ﹤0.01% | 863 |
|
|
2021
Q3 | $1.09M | Sell |
13,202
-521
| -4% | -$43.3K | ﹤0.01% | 904 |
|
|
2021
Q2 | $1.11M | Sell |
13,723
-2,636
| -16% | -$212K | ﹤0.01% | 891 |
|
|
2021
Q1 | $1.23M | Buy |
16,359
+5,852
| +56% | +$416K | ﹤0.01% | 929 |
|
|
2020
Q4 | $702K | Sell |
10,507
-225
| -2% | -$13.9K | ﹤0.01% | 1128 |
|
|
2020
Q3 | $609K | Buy |
10,732
+1,188
| +12% | +$68.2K | ﹤0.01% | 1031 |
|
|
2020
Q2 | $526K | Buy |
9,544
+2,378
| +33% | +$127K | ﹤0.01% | 1007 |
|
|
2020
Q1 | $349K | Sell |
7,166
-360
| -5% | -$22.8K | ﹤0.01% | 1116 |
|
|
2019
Q4 | $518K | Buy |
7,526
+710
| +10% | +$47.1K | ﹤0.01% | 1089 |
|
|
2019
Q3 | $439K | Sell |
6,816
-536
| -7% | -$34.1K | ﹤0.01% | 1138 |
|
|
2019
Q2 | $462K | Sell |
7,352
-6,936
| -49% | -$427K | ﹤0.01% | 1124 |
|
|
2019
Q1 | $844K | Sell |
14,288
-5,144
| -26% | -$299K | ﹤0.01% | 794 |
|
|
2018
Q4 | $1.03M | Sell |
19,432
-100
| -0.5% | -$5.73K | ﹤0.01% | 651 |
|
|
2018
Q3 | $1.19M | Sell |
19,532
-44
| -0.2% | -$2.69K | ﹤0.01% | 692 |
|
|
2018
Q2 | $1.15M | Sell |
19,576
-144
| -0.7% | -$8.57K | ﹤0.01% | 681 |
|
|
2018
Q1 | $1.16M | Buy |
19,720
+66
| +0.3% | +$4K | ﹤0.01% | 659 |
|
|
2017
Q4 | $1.17M | Buy |
19,654
+7,912
| +67% | +$459K | 0.01% | 645 |
|
|
2017
Q3 | $658K | Buy |
11,742
+676
| +6% | +$36.9K | ﹤0.01% | 912 |
|
|
2017
Q2 | $595K | Buy |
11,066
+2,756
| +33% | +$144K | ﹤0.01% | 935 |
|
|
2017
Q1 | $432K | Buy |
8,310
+946
| +13% | +$49.4K | ﹤0.01% | 1065 |
|
|
2016
Q4 | $374K | Sell |
7,364
-414
| -5% | -$19.8K | ﹤0.01% | 1071 |
|
|
2016
Q3 | $350K | Buy |
7,778
+626
| +9% | +$28.1K | ﹤0.01% | 1092 |
|
|
2016
Q2 | $307K | Hold |
7,152
| – | – | ﹤0.01% | 1029 |
|
|
2016
Q1 | $303K | Sell |
7,152
-348
| -5% | -$14.1K | ﹤0.01% | 995 |
|
|
2015
Q4 | $331K | Sell |
7,500
-700
| -9% | -$31.2K | ﹤0.01% | 945 |
|
|
2015
Q3 | $345K | Buy |
+8,200
| New | +$366K | ﹤0.01% | 900 |
|
|
2015
Q2 | – | Sell |
-15,440
| Closed | -$687K | – | 2062 |
|
|
2015
Q1 | $687K | Buy |
15,440
+578
| +4% | +$25.7K | 0.01% | 607 |
|
|
2014
Q4 | $670K | Buy |
14,862
+13,014
| +704% | +$566K | 0.01% | 580 |
|
|
2014
Q3 | $77K | Sell |
1,848
-62
| -3% | -$2.6K | ﹤0.01% | 1645 |
|
|
2014
Q2 | $79K | Sell |
1,910
-2,480
| -56% | -$101K | ﹤0.01% | 1580 |
|
|
2014
Q1 | $179K | Buy |
4,390
+2,098
| +92% | +$83.8K | ﹤0.01% | 1054 |
|
|
2013
Q4 | $92K | Sell |
2,292
-838
| -27% | -$32.3K | ﹤0.01% | 1239 |
|
|
2013
Q3 | $115K | Buy |
3,130
+1,230
| +65% | +$45.6K | ﹤0.01% | 1037 |
|
|
2013
Q2 | $68K | Buy |
+1,900
| New | +$67.1K | ﹤0.01% | 1205 |
|
Other funds holding IYF
PF
PCH
Creative Planning's IYF Position: Q1 2026 in Review
Creative Planning increased its iShares US Financials ETF (IYF) stake by 25% in Q1 2026, buying an estimated $522K and bringing the position to 20,806 shares worth $2.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1744.
Creative Planning first reported a position in IYF in Q2 2013 and has held it in 51 quarters since. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.
- Creative Planning held 20,806 shares of iShares US Financials ETF worth $2.45M as of Q1 2026.
- Creative Planning bought 4,207 iShares US Financials ETF shares in Q1 2026, an estimated $522K.
- iShares US Financials ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1744 holding.
- Creative Planning first reported a position in iShares US Financials ETF in Q2 2013 and has held it in 51 quarters since.
- 465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.