SEC 13F Intelligence

Kerr Financial Planning Corp / IWY

Kerr Financial Planning Corp’s Ishares Tr Position

Does Kerr Financial Planning Corp own Ishares Tr (IWY)? Yes — 4.6K shares worth $1M (+1.48% of its 13F portfolio) as of Q2 2026, down from 4.6K shares the prior filed quarter.

Position Value
$1M
Q2 2026
Shares
4.6K
% of Portfolio
+1.48%
Quarters Held
4
currently held

Position History IWY

Reported value by quarter
Q3 ’25: $1MQ3 ’25Q4 ’25: $1MQ4 ’25Q1 ’26: $1MQ1 ’26Q2 ’26: $1MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20264.6K$1M+1.48%
Q1 20264.6K$1M+0.90%
Q4 20254.4K$1M+1.56%
Q3 20254.2K$1M+1.62%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kerr Financial Planning Corp’s full portfolio or all institutional holders of IWY.