Benchmark Financial Wealth Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Benchmark Financial Wealth Advisors’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	$345K	Buy	+3,816	New	+$335K	0.09%	103
2025 Q4	–	Sell	-3,077	Closed	-$276K	–	128
2025 Q3	$276K	Buy	3,077 +355	+13%	+$31.2K	0.08%	94
2025 Q2	$233K	Buy	+2,722	New	+$216K	0.08%	103

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

Benchmark Financial Wealth Advisors's IYG Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors opened a new position in iShares US Financial Services ETF (IYG) in Q2 2026: 3,816 shares worth $345K. The stake represents 0.09% of the portfolio and ranks #103 among its holdings. This is a return to the name: Benchmark Financial Wealth Advisors previously reported a position in IYG as recently as Q3 2025.

Benchmark Financial Wealth Advisors first reported a position in IYG in Q2 2025 and has held it in 3 quarters since. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Benchmark Financial Wealth Advisors held 3,816 shares of iShares US Financial Services ETF worth $345K as of Q2 2026.
iShares US Financial Services ETF was a new Benchmark Financial Wealth Advisors position in Q2 2026.
iShares US Financial Services ETF made up 0.09% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #103 holding.
Benchmark Financial Wealth Advisors first reported a position in iShares US Financial Services ETF in Q2 2025 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 Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.