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IYG icon

Burk Holdings’s iShares US Financial Services ETF IYG Stock Holding History

Burk Holdings’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 		$112K Hold
1,233
– – 0.04% 104
2026
Q1 		$102K Buy
+1,233
New +$108K 0.04% 107

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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Burk Holdings's IYG Position: Q2 2026 in Review

Burk Holdings held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 1,233 shares worth $112K. The position accounts for 0.04% of the portfolio, ranked #104.

Burk Holdings first reported a position in IYG in Q1 2026 and has held it in 2 quarters since. 263 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Burk Holdings held 1,233 shares of iShares US Financial Services ETF worth $112K as of Q2 2026.
  • Burk Holdings left its iShares US Financial Services ETF share count unchanged in Q2 2026.
  • iShares US Financial Services ETF made up 0.04% of Burk Holdings's portfolio in Q2 2026, its #104 holding.
  • Burk Holdings first reported a position in iShares US Financial Services ETF in Q1 2026 and has held it in 2 quarters since.
  • 263 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.