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

Apollon 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	$234K	Hold	2,581	–	–	﹤0.01%	1412
2026 Q1	$214K	Sell	2,581 -151	-6%	-$13.3K	﹤0.01%	1292
2025 Q4	$252K	Hold	2,732	–	–	﹤0.01%	1134
2025 Q3	$245K	Buy	2,732 +1	+0%	+$88	﹤0.01%	1132
2025 Q2	$234K	Buy	2,731 +150	+6%	+$11.9K	﹤0.01%	1108
2025 Q1	$203K	Buy	+2,581	New	+$208K	﹤0.01%	1099
2024 Q1	–	Sell	-3,597	Closed	-$215K	–	1138
2023 Q4	$215K	Buy	+3,597	New	+$194K	0.01%	975
2022 Q2	–	Sell	-3,375	Closed	-$203K	–	778
2022 Q1	$203K	Hold	3,375	–	–	0.01%	690
2021 Q4	$217K	Buy	+3,375	New	+$220K	0.02%	681

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

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

Apollon Wealth Management held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 2,581 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

Apollon Wealth Management first reported a position in IYG in Q4 2021 and has held it in 9 quarters since. The position peaked at $252K in Q4 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Apollon Wealth Management held 2,581 shares of iShares US Financial Services ETF worth $234K as of Q2 2026.
Apollon Wealth Management left its iShares US Financial Services ETF share count unchanged in Q2 2026.
iShares US Financial Services ETF made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1412 holding.
Apollon Wealth Management first reported a position in iShares US Financial Services ETF in Q4 2021 and has held it in 9 quarters since.
Apollon Wealth Management's iShares US Financial Services ETF position peaked at $252K in Q4 2025.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.