Ashton Thomas Securities
IYG icon

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
Q3 		$212K Buy
+2,362
New +$225K 0.02% 367
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

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OpenArc Corporate Advisory
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kozak & Associates
Kozak & Associates Highlands Ranch, Colorado $553M AUM 17.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Arkansas Financial Group
Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Ashton Thomas Securities's IYG Position: Q3 2026 in Review

Ashton Thomas Securities opened a new position in iShares US Financial Services ETF (IYG) in Q3 2026: 2,362 shares worth $212K. The stake represents 0.02% of the portfolio and ranks #367 among its holdings. This is a return to the name: Ashton Thomas Securities previously reported a position in IYG as recently as Q1 2026.

Ashton Thomas Securities first reported a position in IYG in Q2 2024 and has held it in 5 quarters since. 159 funds tracked by Wall St. Rank hold IYG as of Q3 2026.

  • Ashton Thomas Securities held 2,362 shares of iShares US Financial Services ETF worth $212K as of Q3 2026.
  • iShares US Financial Services ETF was a new Ashton Thomas Securities position in Q3 2026.
  • iShares US Financial Services ETF made up 0.02% of Ashton Thomas Securities's portfolio in Q3 2026, its #367 holding.
  • Ashton Thomas Securities first reported a position in iShares US Financial Services ETF in Q2 2024 and has held it in 5 quarters since.
  • 159 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2026.

Based on Ashton Thomas Securities's 13F filing for Q3 2026, filed 26 Oct 2026.