SEC 13F Intelligence

Kerr Financial Planning Corp / IYY

Kerr Financial Planning Corp’s Ishares Tr Position

Does Kerr Financial Planning Corp own Ishares Tr (IYY)? Yes9.8K shares worth $2M (+1.99% of its 13F portfolio) as of Q2 2026, down from 9.8K shares the prior filed quarter.

Position Value
$2M
Q2 2026
Shares
9.8K
% of Portfolio
+1.99%
Quarters Held
4
currently held

Position History IYY

Reported value by quarter
Q3 ’25: $1MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26Q2 ’26: $2MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20269.8K$2M+1.99%
Q1 20269.8K$2M+1.19%
Q4 20259.5K$2M+2.12%
Q3 20257.5K$1M+1.72%

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 IYY.