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

Ashton Thomas Securities’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	–	Sell	-2,362	Closed	-$196K	–	462
2026 Q1	$196K	Buy	+2,362	New	+$207K	0.02%	356
2025 Q4	–	Sell	-1,062	Closed	-$95.2K	–	382
2025 Q3	$95.2K	Buy	+1,062	New	+$93.4K	0.01%	335
2024 Q4	–	Sell	-1,062	Closed	-$75.4K	–	759
2024 Q3	$75.4K	Hold	1,062	–	–	0.01%	358
2024 Q2	$70.3K	Buy	+1,062	New	+$69K	0.02%	249

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 Securities's IYG Position: Q2 2026 in Review

Ashton Thomas Securities sold out of iShares US Financial Services ETF (IYG) in Q2 2026, closing a stake of 2,362 shares — an estimated $196K sold.

Ashton Thomas Securities first reported a position in IYG in Q2 2024 and held it in 4 quarters. The position peaked at $196K in Q1 2026. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Ashton Thomas Securities reported no remaining iShares US Financial Services ETF position as of Q2 2026 after selling out during the quarter.
Ashton Thomas Securities sold 2,362 iShares US Financial Services ETF shares in Q2 2026, an estimated $196K.
Ashton Thomas Securities first reported a position in iShares US Financial Services ETF in Q2 2024 and held it in 4 quarters.
Ashton Thomas Securities's iShares US Financial Services ETF position peaked at $196K in Q1 2026.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Ashton Thomas Securities's 13F filing for Q2 2026, filed 27 Jul 2026.