Game Plan Financial Advisors’s iShares US Financials ETF IYF Stock Holding History

Game Plan Financial Advisors’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	$970K	Buy	7,605 +85	+1%	+$10.6K	0.36%	59
2026 Q1	$885K	Buy	7,520 +1,720	+30%	+$213K	0.4%	52
2025 Q4	$748K	Hold	5,800	–	–	0.3%	59
2025 Q3	$735K	Sell	5,800 -125	-2%	-$15.5K	0.3%	58
2025 Q2	$717K	Buy	+5,925	New	+$668K	0.31%	61
2022 Q2	–	Sell	-7,745	Closed	-$655K	–	108
2022 Q1	$655K	Sell	7,745 -2,950	-28%	-$254K	0.39%	56
2021 Q4	$927K	Buy	10,695 +3,315	+45%	+$289K	0.5%	57
2021 Q3	$609K	Buy	+7,380	New	+$613K	0.36%	64

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

Game Plan Financial Advisors's IYF Position: Q2 2026 in Review

Game Plan Financial Advisors increased its iShares US Financials ETF (IYF) stake by 1.1% in Q2 2026, buying an estimated $10.6K and bringing the position to 7,605 shares worth $970K. The position accounts for 0.36% of the portfolio, ranked #59.

Game Plan Financial Advisors first reported a position in IYF in Q3 2021 and has held it in 8 quarters since. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Game Plan Financial Advisors held 7,605 shares of iShares US Financials ETF worth $970K as of Q2 2026.
Game Plan Financial Advisors bought 85 iShares US Financials ETF shares in Q2 2026, an estimated $10.6K.
iShares US Financials ETF made up 0.36% of Game Plan Financial Advisors's portfolio in Q2 2026, its #59 holding.
Game Plan Financial Advisors first reported a position in iShares US Financials ETF in Q3 2021 and has held it in 8 quarters since.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.