BFC Planning, Inc.’s iShares US Financials ETF IYF Stock Holding History

BFC Planning, Inc.’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	$301K	Buy	2,361 +1,083	+85%	+$134K	0.01%	799
2026 Q1	$150K	Sell	1,278 -789	-38%	-$97.9K	0.01%	969
2025 Q4	$266K	Sell	2,067 -849	-29%	-$106K	0.01%	758
2025 Q3	$369K	Sell	2,916 -331	-10%	-$40.9K	0.03%	464
2025 Q2	$393K	Buy	3,247 +25	+0.8%	+$2.82K	0.03%	417
2025 Q1	$364K	Sell	3,222 -277	-8%	-$31.7K	0.03%	412
2024 Q4	$387K	Buy	+3,499	New	+$390K	0.03%	407

Other funds holding IYF

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 $144B AUM 22.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BFC Planning, Inc.'s IYF Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares US Financials ETF (IYF) stake by 85% in Q2 2026, buying an estimated $134K and bringing the position to 2,361 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #799.

BFC Planning, Inc. first reported a position in IYF in Q4 2024 and has held it in 7 quarters since. The position peaked at $393K in Q2 2025. 467 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

BFC Planning, Inc. held 2,361 shares of iShares US Financials ETF worth $301K as of Q2 2026.
BFC Planning, Inc. bought 1,083 iShares US Financials ETF shares in Q2 2026, an estimated $134K.
iShares US Financials ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #799 holding.
BFC Planning, Inc. first reported a position in iShares US Financials ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s iShares US Financials ETF position peaked at $393K in Q2 2025.
467 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.