Ashton Thomas Private Wealth’s iShares US Financial Services ETF IYG Stock Holding History

Ashton Thomas Private Wealth’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	$45K	Hold	497	–	–	﹤0.01%	1372
2026 Q1	$41.2K	Buy	+497	New	+$43.6K	﹤0.01%	1289
2024 Q3	–	Sell	-420	Closed	-$27.4K	–	1241
2024 Q2	$27.4K	Buy	+420	New	+$27.3K	﹤0.01%	1071

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

Ashton Thomas Private Wealth's IYG Position: Q2 2026 in Review

Ashton Thomas Private Wealth held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 497 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #1372.

Ashton Thomas Private Wealth first reported a position in IYG in Q2 2024 and has held it in 3 quarters since. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Ashton Thomas Private Wealth held 497 shares of iShares US Financial Services ETF worth $45K as of Q2 2026.
Ashton Thomas Private Wealth left its iShares US Financial Services ETF share count unchanged in Q2 2026.
iShares US Financial Services ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1372 holding.
Ashton Thomas Private Wealth first reported a position in iShares US Financial Services ETF in Q2 2024 and has held it in 3 quarters since.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.