Activest Wealth Management’s iShares US Financial Services ETF IYG Stock Holding History

Activest Wealth Management’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	$66.9K	Buy	+740	New	+$64.9K	0.01%	233

Other funds holding IYG

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return

Activest Wealth Management's IYG Position: Q2 2026 in Review

Activest Wealth Management opened a new position in iShares US Financial Services ETF (IYG) in Q2 2026: 740 shares worth $66.9K. The stake represents 0.01% of the portfolio and ranks #233 among its holdings.

83 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Activest Wealth Management held 740 shares of iShares US Financial Services ETF worth $66.9K as of Q2 2026.
iShares US Financial Services ETF was a new Activest Wealth Management position in Q2 2026.
iShares US Financial Services ETF made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #233 holding.
83 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.