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Rehmann Capital Advisory Group’s iShares US Financials ETF IYF Stock Holding History

Rehmann Capital Advisory Group’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 		$322K Sell
2,526
-753
-23% -$93.5K 0.01% 543
2026
Q1 		$386K Buy
3,279
+11
+0.3% +$1.36K 0.02% 464
2025
Q4 		$421K Sell
3,268
-13
-0.4% -$1.63K 0.02% 435
2025
Q3 		$416K Buy
3,281
+7
+0.2% +$866 0.02% 423
2025
Q2 		$396K Sell
3,274
-85
-3% -$9.58K 0.02% 405
2025
Q1 		$379K Buy
3,359
+46
+1% +$5.27K 0.02% 424
2024
Q4 		$366K Buy
3,313
+620
+23% +$69K 0.02% 422
2024
Q3 		$280K Buy
2,693
+7
+0.3% +$702 0.02% 489
2024
Q2 		$254K Sell
2,686
-39
-1% -$3.65K 0.02% 493
2024
Q1 		$261K Buy
2,725
+7
+0.3% +$624 0.02% 489
2023
Q4 		$232K Buy
2,718
+21
+0.8% +$1.64K 0.02% 497
2023
Q3 		$202K Sell
2,697
-66
-2% -$5.09K 0.02% 495
2023
Q2 		$206K Buy
+2,763
New +$199K 0.02% 511
2023
Q1 		– Sell
-2,780
Closed -$210K – 561
2022
Q4 		$210K Buy
+2,780
New +$208K 0.02% 508
2022
Q2 		– Sell
-2,750
Closed -$232K – 529
2022
Q1 		$232K Buy
+2,750
New +$237K 0.02% 469
2019
Q3 		– Sell
-3,146
Closed -$198K – 1928
2019
Q2 		$198K Buy
3,146
+790
+34% +$48.6K 0.02% 438
2019
Q1 		$139K Buy
2,356
+1,566
+198% +$91K 0.02% 500
2018
Q4 		$42K Buy
790
+696
+740% +$39.9K 0.01% 636
2018
Q3 		$5.75K Hold
94
– – ﹤0.01% 1527
2018
Q2 		$5.53K Hold
94
– – ﹤0.01% 1516
2018
Q1 		$6K Buy
+94
New +$5.7K ﹤0.01% 1465

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

Rehmann Capital Advisory Group's IYF Position: Q2 2026 in Review

Rehmann Capital Advisory Group reduced its iShares US Financials ETF (IYF) stake by 23% in Q2 2026, selling an estimated $93.5K and leaving 2,526 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #543.

Rehmann Capital Advisory Group first reported a position in IYF in Q1 2018 and has held it in 21 quarters since. The position peaked at $421K in Q4 2025. 462 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Rehmann Capital Advisory Group held 2,526 shares of iShares US Financials ETF worth $322K as of Q2 2026.
  • Rehmann Capital Advisory Group sold 753 iShares US Financials ETF shares in Q2 2026, an estimated $93.5K.
  • iShares US Financials ETF made up 0.01% of Rehmann Capital Advisory Group's portfolio in Q2 2026, its #543 holding.
  • Rehmann Capital Advisory Group first reported a position in iShares US Financials ETF in Q1 2018 and has held it in 21 quarters since.
  • Rehmann Capital Advisory Group's iShares US Financials ETF position peaked at $421K in Q4 2025.
  • 462 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2026, filed 20 Aug 2026.