3Chopt Investment Partners’s iShares US Financial Services ETF IYG Stock Holding History

3Chopt Investment Partners’s Portfolio IYG Stock Details IYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$52.5K	Hold	580	–	–	0.01%	265
2026 Q1	$48K	Hold	580	–	–	0.01%	230
2025 Q4	$53.5K	Hold	580	–	–	0.01%	225
2025 Q3	$52K	Hold	580	–	–	0.01%	226
2025 Q2	$49.6K	Sell	580 -703	-55%	-$55.8K	0.01%	222
2025 Q1	$101K	Buy	+1,283	New	+$103K	0.03%	215

Other funds holding IYG

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

3Chopt Investment Partners's IYG Position: Q2 2026 in Review

3Chopt Investment Partners held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 580 shares worth $52.5K. The position accounts for 0.01% of the portfolio, ranked #265.

3Chopt Investment Partners first reported a position in IYG in Q1 2025 and has held it in 6 quarters since. The position peaked at $101K in Q1 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

3Chopt Investment Partners held 580 shares of iShares US Financial Services ETF worth $52.5K as of Q2 2026.
3Chopt Investment Partners left its iShares US Financial Services ETF share count unchanged in Q2 2026.
iShares US Financial Services ETF made up 0.01% of 3Chopt Investment Partners's portfolio in Q2 2026, its #265 holding.
3Chopt Investment Partners first reported a position in iShares US Financial Services ETF in Q1 2025 and has held it in 6 quarters since.
3Chopt Investment Partners's iShares US Financial Services ETF position peaked at $101K in Q1 2025.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.