Retirement Planning Group (Kansas)’s iShares US Financials ETF IYF Stock Holding History

Retirement Planning Group (Kansas)’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	$483K	Sell	3,786 -1,664	-31%	-$207K	0.01%	334
2026 Q1	$641K	Buy	5,450 +793	+17%	+$98.4K	0.02%	261
2025 Q4	$600K	Buy	4,657 +55	+1%	+$6.88K	0.02%	246
2025 Q3	$583K	Buy	4,602 +1,693	+58%	+$209K	0.02%	248
2025 Q2	$352K	Sell	2,909 -2,396	-45%	-$270K	0.02%	241
2025 Q1	$599K	Buy	5,305 +2,102	+66%	+$241K	0.03%	185
2024 Q4	$354K	Buy	3,203 +242	+8%	+$26.9K	0.02%	216
2024 Q3	$308K	Buy	2,961 +348	+13%	+$34.9K	0.02%	224
2024 Q2	$247K	Buy	2,613 +32	+1%	+$3K	0.02%	216
2024 Q1	$247K	Buy	+2,581	New	+$230K	0.02%	199

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

Retirement Planning Group (Kansas)'s IYF Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its iShares US Financials ETF (IYF) stake by 31% in Q2 2026, selling an estimated $207K and leaving 3,786 shares worth $483K. The position accounts for 0.01% of the portfolio, ranked #334.

Retirement Planning Group (Kansas) first reported a position in IYF in Q1 2024 and has held it in 10 quarters since. The position peaked at $641K in Q1 2026. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Retirement Planning Group (Kansas) held 3,786 shares of iShares US Financials ETF worth $483K as of Q2 2026.
Retirement Planning Group (Kansas) sold 1,664 iShares US Financials ETF shares in Q2 2026, an estimated $207K.
iShares US Financials ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #334 holding.
Retirement Planning Group (Kansas) first reported a position in iShares US Financials ETF in Q1 2024 and has held it in 10 quarters since.
Retirement Planning Group (Kansas)'s iShares US Financials ETF position peaked at $641K in Q1 2026.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.