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Caliber Wealth Management (Kansas)’s iShares US Financial Services ETF IYG Stock Holding History

Caliber Wealth Management (Kansas)’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 		$1.47M Buy
16,293
+1
+0% +$88 0.14% 119
2026
Q1 		$1.35M Hold
16,292
– – 0.15% 121
2025
Q4 		$1.5M Sell
16,292
-65
-0.4% -$5.8K 0.16% 115
2025
Q3 		$1.47M Sell
16,357
-144
-0.9% -$12.7K 0.16% 116
2025
Q2 		$1.41M Sell
16,501
-41
-0.2% -$3.25K 0.15% 124
2025
Q1 		$1.3M Buy
+16,542
New +$1.33M 0.18% 118

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
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
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
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

Caliber Wealth Management (Kansas)'s IYG Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its iShares US Financial Services ETF (IYG) stake by 0.01% in Q2 2026, buying an estimated $88 and bringing the position to 16,293 shares worth $1.47M. The position accounts for 0.14% of the portfolio, ranked #119.

Caliber Wealth Management (Kansas) first reported a position in IYG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.5M in Q4 2025. 118 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 16,293 shares of iShares US Financial Services ETF worth $1.47M as of Q2 2026.
  • Caliber Wealth Management (Kansas) bought 1 iShares US Financial Services ETF share in Q2 2026, an estimated $88.
  • iShares US Financial Services ETF made up 0.14% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #119 holding.
  • Caliber Wealth Management (Kansas) first reported a position in iShares US Financial Services ETF in Q1 2025 and has held it in 6 quarters since.
  • Caliber Wealth Management (Kansas)'s iShares US Financial Services ETF position peaked at $1.5M in Q4 2025.
  • 118 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.