Next Level Wealth Planning’s iShares US Financials ETF IYF Stock Holding History

Next Level Wealth 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 Q3	$12.7K	Buy	+101	New	+$13.6K	0.01%	314

Other funds holding IYF

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

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

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

Next Level Wealth Planning's IYF Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in iShares US Financials ETF (IYF) in Q3 2026: 101 shares worth $12.7K. The stake represents 0.01% of the portfolio and ranks #314 among its holdings.

245 funds tracked by Wall St. Rank hold IYF as of Q3 2026.

Next Level Wealth Planning held 101 shares of iShares US Financials ETF worth $12.7K as of Q3 2026.
iShares US Financials ETF was a new Next Level Wealth Planning position in Q3 2026.
iShares US Financials ETF made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #314 holding.
245 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.