Black Diamond Financial’s iShares US Financial Services ETF IYG Stock Holding History

Black Diamond Financial’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	$265K	Hold	2,931	–	–	0.02%	167
2026 Q1	$243K	Hold	2,931	–	–	0.03%	161
2025 Q4	$270K	Hold	2,931	–	–	0.03%	151
2025 Q3	$263K	Hold	2,931	–	–	0.03%	136
2025 Q2	$251K	Hold	2,931	–	–	0.04%	124
2025 Q1	$230K	Hold	2,931	–	–	0.03%	130
2024 Q4	$228K	Hold	2,931	–	–	0.03%	130
2024 Q3	$208K	Buy	+2,931	New	+$201K	0.04%	135
2022 Q3	–	Sell	-5,979	Closed	-$295K	–	107
2022 Q2	$295K	Buy	5,979 +3	+0.1%	+$163	0.12%	83
2022 Q1	$359K	Buy	+5,976	New	+$377K	0.11%	79

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

Black Diamond Financial's IYG Position: Q2 2026 in Review

Black Diamond Financial held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 2,931 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #167.

Black Diamond Financial first reported a position in IYG in Q1 2022 and has held it in 10 quarters since. The position peaked at $359K in Q1 2022. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Black Diamond Financial held 2,931 shares of iShares US Financial Services ETF worth $265K as of Q2 2026.
Black Diamond Financial left its iShares US Financial Services ETF share count unchanged in Q2 2026.
iShares US Financial Services ETF made up 0.02% of Black Diamond Financial's portfolio in Q2 2026, its #167 holding.
Black Diamond Financial first reported a position in iShares US Financial Services ETF in Q1 2022 and has held it in 10 quarters since.
Black Diamond Financial's iShares US Financial Services ETF position peaked at $359K in Q1 2022.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.