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IYF icon

Global Retirement Partners’s iShares US Financials ETF IYF Stock Holding History

Global Retirement Partners’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 		$353K Buy
+2,772
New +$344K 0.01% 1217
2025
Q4 		$358K Sell
2,775
-290
-9% -$36.3K 0.01% 1139
2025
Q3 		$388K Buy
3,065
+812
+36% +$100K 0.01% 867
2025
Q2 		$273K Buy
+2,253
New +$254K 0.01% 945
2024
Q4 		$161K Buy
1,460
+302
+26% +$33.6K ﹤0.01% 1045
2024
Q3 		$120K Sell
1,158
-300
-21% -$30.1K ﹤0.01% 1149
2024
Q2 		$138K Buy
1,458
+1,321
+964% +$124K ﹤0.01% 1042
2024
Q1 		$13.1K Hold
137
– – ﹤0.01% 1997
2023
Q4 		$11.5K Hold
137
– – ﹤0.01% 2017
2023
Q3 		$10K Sell
137
-85
-38% -$6.55K ﹤0.01% 1957
2023
Q2 		$16.6K Sell
222
-100
-31% -$7.21K ﹤0.01% 1751
2023
Q1 		$22.6K Buy
322
+53
+20% +$4.08K ﹤0.01% 1586
2022
Q4 		$20.3K Hold
269
– – ﹤0.01% 1474
2022
Q3 		$20K Buy
269
+137
+104% +$10.1K ﹤0.01% 1394
2022
Q2 		$9K Hold
132
– – ﹤0.01% 1682
2022
Q1 		$10K Buy
+132
New +$11.4K ﹤0.01% 1624
2021
Q4 		– Sell
-100
Closed -$8K – 1049
2021
Q3 		$8K Hold
100
– – ﹤0.01% 1485
2021
Q2 		$8K Hold
100
– – ﹤0.01% 1447
2021
Q1 		$7K Buy
+100
New +$7.11K ﹤0.01% 1389
2020
Q1 		– Sell
-250
Closed -$17K – 1634
2019
Q4 		$17K Sell
250
-542
-68% -$36K ﹤0.01% 997
2019
Q3 		$51K Sell
792
-664
-46% -$42.2K 0.01% 626
2019
Q2 		$91K Sell
1,456
-382
-21% -$23.5K 0.02% 476
2019
Q1 		$109K Sell
1,838
-1,102
-37% -$64K 0.03% 380
2018
Q4 		$156K Sell
2,940
-11,034
-79% -$632K 0.04% 319
2018
Q3 		$849K Sell
13,974
-3,212
-19% -$197K 0.19% 108
2018
Q2 		$1.01M Buy
17,186
+2,252
+15% +$134K 0.25% 82
2018
Q1 		$880K Buy
14,934
+6,320
+73% +$383K 0.24% 85
2017
Q4 		$514K Buy
8,614
+2,602
+43% +$151K 0.14% 143
2017
Q3 		$337K Buy
6,012
+380
+7% +$20.7K 0.14% 140
2017
Q2 		$303K Buy
5,632
+2,232
+66% +$117K 0.14% 137
2017
Q1 		$177K Buy
3,400
+3,072
+937% +$160K 0.1% 199
2016
Q4 		$17K Buy
+328
New +$15.7K 0.01% 555

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Global Retirement Partners's IYF Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares US Financials ETF (IYF) in Q2 2026: 2,772 shares worth $353K. The stake represents 0.01% of the portfolio and ranks #1217 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IYF as recently as Q4 2025.

Global Retirement Partners first reported a position in IYF in Q4 2016 and has held it in 32 quarters since. The position peaked at $1.01M in Q2 2018. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Global Retirement Partners held 2,772 shares of iShares US Financials ETF worth $353K as of Q2 2026.
  • iShares US Financials ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares US Financials ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1217 holding.
  • Global Retirement Partners first reported a position in iShares US Financials ETF in Q4 2016 and has held it in 32 quarters since.
  • Global Retirement Partners's iShares US Financials ETF position peaked at $1.01M in Q2 2018.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.