Avidian Wealth Enterprises’s iShares US Financial Services ETF IYG Stock Holding History

Avidian Wealth Enterprises’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	$334K	Buy	3,711 +48	+1%	+$4.58K	0.01%	581
2026 Q2	$331K	Sell	3,663 -994	-21%	-$87.2K	0.01%	570
2026 Q1	$386K	Hold	4,657	–	–	0.01%	489
2025 Q4	$430K	Buy	4,657 +1	+0%	+$89	0.02%	404
2025 Q3	$417K	Buy	4,656 +1	+0%	+$88	0.02%	406
2025 Q2	$398K	Buy	4,655 +1	+0%	+$79	0.02%	387
2025 Q1	$366K	Buy	4,654 +1	+0%	+$81	0.02%	370
2024 Q4	$362K	Buy	4,653 +1	+0%	+$77	0.02%	361
2024 Q3	$330K	Buy	4,652 +1	+0%	+$69	0.02%	381
2024 Q2	$303K	Buy	+4,651	New	+$302K	0.01%	388
2021 Q1	–	Sell	-4,068	Closed	-$203K	–	384
2020 Q4	$203K	Sell	4,068 -4,080	-50%	-$184K	0.02%	303
2020 Q3	$331K	Buy	8,148 +2,124	+35%	+$87.6K	0.04%	204
2020 Q2	$240K	Buy	+6,024	New	+$231K	0.03%	226

Other funds holding IYG

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

FAM

Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

O3W

Omni 360 Wealth Plainsboro, New Jersey $221M AUM 11.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

OCM

Objective Capital Management Pepper Pike, Ohio $112M AUM 15.2% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

WIA

Wetzel Investment Advisors Indianapolis, Indiana $290M AUM 16.64% 1-Year Est. Return

WFL

Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return

Avidian Wealth Enterprises's IYG Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its iShares US Financial Services ETF (IYG) stake by 1.3% in Q3 2026, buying an estimated $4.58K and bringing the position to 3,711 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #581.

Avidian Wealth Enterprises first reported a position in IYG in Q2 2020 and has held it in 13 quarters since. The position peaked at $430K in Q4 2025. 23 funds tracked by Wall St. Rank hold IYG as of Q3 2026.

Avidian Wealth Enterprises held 3,711 shares of iShares US Financial Services ETF worth $334K as of Q3 2026.
Avidian Wealth Enterprises bought 48 iShares US Financial Services ETF shares in Q3 2026, an estimated $4.58K.
iShares US Financial Services ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #581 holding.
Avidian Wealth Enterprises first reported a position in iShares US Financial Services ETF in Q2 2020 and has held it in 13 quarters since.
Avidian Wealth Enterprises's iShares US Financial Services ETF position peaked at $430K in Q4 2025.
23 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.