RCAG
IYF icon

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
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 $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rehmann Capital Advisory Group's IYF Position: Q1 2026 in Review

Rehmann Capital Advisory Group increased its iShares US Financials ETF (IYF) stake by 0.34% in Q1 2026, buying an estimated $1.36K and bringing the position to 3,279 shares worth $386K. The position accounts for 0.02% of the portfolio, ranked #464.

Rehmann Capital Advisory Group first reported a position in IYF in Q1 2018 and has held it in 20 quarters since. The position peaked at $421K in Q4 2025. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

  • Rehmann Capital Advisory Group held 3,279 shares of iShares US Financials ETF worth $386K as of Q1 2026.
  • Rehmann Capital Advisory Group bought 11 iShares US Financials ETF shares in Q1 2026, an estimated $1.36K.
  • iShares US Financials ETF made up 0.02% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #464 holding.
  • Rehmann Capital Advisory Group first reported a position in iShares US Financials ETF in Q1 2018 and has held it in 20 quarters since.
  • Rehmann Capital Advisory Group's iShares US Financials ETF position peaked at $421K in Q4 2025.
  • 465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.