Bernard Wealth Management’s iShares US Financial Services ETF IYG Stock Holding History

Bernard Wealth Management’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	$3.98M	Sell	43,980 -2,134	-5%	-$187K	1.47%	18
2026 Q1	$3.82M	Sell	46,114 -110	-0.2%	-$9.65K	1.63%	16
2025 Q4	$4.26M	Buy	46,224 +688	+2%	+$61.4K	1.73%	16
2025 Q3	$4.08M	Buy	45,536 +910	+2%	+$80K	1.7%	17
2025 Q2	$3.82M	Buy	44,626 +9,302	+26%	+$738K	1.77%	16
2025 Q1	$2.77M	Sell	35,324 -37	-0.1%	-$2.98K	1.35%	19
2024 Q4	$2.75M	Buy	+35,361	New	+$2.73M	1.29%	19

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

Bernard Wealth Management's IYG Position: Q2 2026 in Review

Bernard Wealth Management reduced its iShares US Financial Services ETF (IYG) stake by 4.6% in Q2 2026, selling an estimated $187K and leaving 43,980 shares worth $3.98M. The position accounts for 1.47% of the portfolio, ranked #18.

Bernard Wealth Management first reported a position in IYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.26M in Q4 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Bernard Wealth Management held 43,980 shares of iShares US Financial Services ETF worth $3.98M as of Q2 2026.
Bernard Wealth Management sold 2,134 iShares US Financial Services ETF shares in Q2 2026, an estimated $187K.
iShares US Financial Services ETF made up 1.47% of Bernard Wealth Management's portfolio in Q2 2026, its #18 holding.
Bernard Wealth Management first reported a position in iShares US Financial Services ETF in Q4 2024 and has held it in 7 quarters since.
Bernard Wealth Management's iShares US Financial Services ETF position peaked at $4.26M in Q4 2025.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.