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

Buck Wealth Strategies’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	$25.8K	Buy	+285	New	+$25K	﹤0.01%	434

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Buck Wealth Strategies's IYG Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in iShares US Financial Services ETF (IYG) in Q2 2026: 285 shares worth $25.8K. The stake represents ﹤0.01% of the portfolio and ranks #434 among its holdings.

161 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Buck Wealth Strategies held 285 shares of iShares US Financial Services ETF worth $25.8K as of Q2 2026.
iShares US Financial Services ETF was a new Buck Wealth Strategies position in Q2 2026.
iShares US Financial Services ETF made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #434 holding.
161 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.