BW
IYG icon

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

Bravera Wealth’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 		$210K Hold
2,325
– – 0.08% 96
2026
Q1 		$193K Hold
2,325
– – 0.09% 104
2025
Q4 		$214K Buy
+2,325
New +$208K 0.11% 88

Other funds holding IYG

KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
FAM
Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SLP
Storen Legacy Partners Zionsville, Indiana $367M AUM

Bravera Wealth's IYG Position: Q2 2026 in Review

Bravera Wealth held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 2,325 shares worth $210K. The position accounts for 0.08% of the portfolio, ranked #96.

Bravera Wealth first reported a position in IYG in Q4 2025 and has held it in 3 quarters since. The position peaked at $214K in Q4 2025. 68 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Bravera Wealth held 2,325 shares of iShares US Financial Services ETF worth $210K as of Q2 2026.
  • Bravera Wealth left its iShares US Financial Services ETF share count unchanged in Q2 2026.
  • iShares US Financial Services ETF made up 0.08% of Bravera Wealth's portfolio in Q2 2026, its #96 holding.
  • Bravera Wealth first reported a position in iShares US Financial Services ETF in Q4 2025 and has held it in 3 quarters since.
  • Bravera Wealth's iShares US Financial Services ETF position peaked at $214K in Q4 2025.
  • 68 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.