PICK β€” ISHARES INC

Ownership history in RETIREMENT PLANNING GROUP, LLC / NY  Β·  6 quarters on record

AI Ownership Summary

RETIREMENT PLANNING GROUP, LLC / NY reported ISHARES INC (PICK) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.69% in 2024 Q4. The latest visible filing shows PICK at 0.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PICK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RETIREMENT PLANNING GROUP, LLC / NY's position in ISHARES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PICK was reported at 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.69% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How RETIREMENT PLANNING GROUP, LLC / NY held PICK β€” position size vs. price
% of Fund (quarterly)    PICK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 13,385 -1,941 -12.7% 0.49% $757K 2026-04-21 $61.55
2025 Q4 ADDED 15,326 +93 +0.6% 0.54% $787K 2026-02-02 $58.32
2025 Q3 REDUCED 15,233 -457 -2.9% 0.51% $678K 2025-10-28 $45.74
2025 Q2 REDUCED 15,690 -1,381 -8.1% 0.52% $590K 2025-07-25 $39.71
2025 Q1 REDUCED 17,071 -755 -4.2% 0.62% $613K 2025-04-22 $33.49
2024 Q4 INITIATED 17,826 β€” β€” 0.69% $624K 2025-02-19 $35.74

FAQ About RETIREMENT PLANNING GROUP, LLC / NY and PICK

These are the practical questions this page is built to answer before you even open the full history table.

How long has RETIREMENT PLANNING GROUP, LLC / NY reported owning PICK?

RETIREMENT PLANNING GROUP, LLC / NY reported PICK across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported PICK position in RETIREMENT PLANNING GROUP, LLC / NY's portfolio?

The largest reported portfolio weight for PICK was 0.69% in 2024 Q4.

What is the latest reported PICK position on this page?

The most recent filing on this page is 2026 Q1, when RETIREMENT PLANNING GROUP, LLC / NY reported 13,385 shares, equal to 0.49% of portfolio, with an estimated market value of $757K.

What does the chart on this PICK ownership page compare?

The chart compares RETIREMENT PLANNING GROUP, LLC / NY's quarterly PICK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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