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Castle Rock Wealth Management’s iShares US Financial Services ETF IYG Stock Holding History

Castle Rock Wealth Management’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 		$584K Sell
6,322
-271
-4% -$23.8K 0.11% 160
2026
Q1 		$548K Sell
6,593
-79
-1% -$6.93K 0.12% 158
2025
Q4 		$603K Buy
6,672
+4
+0.1% +$357 0.13% 147
2025
Q3 		$589K Buy
6,668
+4
+0.1% +$352 0.13% 146
2025
Q2 		$581K Sell
6,664
-413
-6% -$32.8K 0.14% 143
2025
Q1 		$553K Buy
7,077
+4
+0.1% +$322 0.15% 135
2024
Q4 		$596K Sell
7,073
-2,920
-29% -$225K 0.14% 136
2024
Q3 		$712K Sell
9,993
-559
-5% -$38.4K 0.17% 136
2024
Q2 		$690K Buy
10,552
+4
+0% +$260 0.17% 133
2024
Q1 		$670K Buy
10,548
+3
+0% +$186 0.18% 131
2023
Q4 		$628K Sell
10,545
-246
-2% -$13.2K 0.19% 130
2023
Q3 		$552K Buy
10,791
+6
+0.1% +$325 0.19% 129
2023
Q2 		$570K Buy
10,785
+6
+0.1% +$304 0.19% 118
2023
Q1 		$533K Buy
10,779
+9
+0.1% +$491 0.19% 119
2022
Q4 		$613K Buy
10,770
+9
+0.1% +$472 0.27% 104
2022
Q3 		$505K Buy
10,761
+9
+0.1% +$472 0.25% 105
2022
Q2 		$546K Buy
10,752
+6
+0.1% +$325 0.28% 101
2022
Q1 		$631K Buy
10,746
+6
+0.1% +$378 0.29% 102
2021
Q4 		$667K Buy
10,740
+456
+4% +$29.7K 0.27% 108
2021
Q3 		$691K Buy
10,284
+201
+2% +$12.6K 0.24% 123
2021
Q2 		$648K Buy
10,083
+903
+10% +$55.2K 0.24% 125
2021
Q1 		$537K Buy
9,180
+348
+4% +$18.8K 0.22% 149
2020
Q4 		$449K Buy
+8,832
New +$398K 0.19% 161
2020
Q3 		– Sell
-11,382
Closed -$460K – 193
2020
Q2 		$460K Sell
11,382
-564
-5% -$21.7K 0.27% 122
2020
Q1 		$433K Buy
11,946
+9
+0.1% +$411 0.37% 72
2019
Q4 		$616K Buy
11,937
+6
+0.1% +$288 0.56% 74
2019
Q3 		$580K Buy
+11,931
New +$538K 0.6% 61

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

Castle Rock Wealth Management's IYG Position: Q2 2026 in Review

Castle Rock Wealth Management reduced its iShares US Financial Services ETF (IYG) stake by 4.1% in Q2 2026, selling an estimated $23.8K and leaving 6,322 shares worth $584K. The position accounts for 0.11% of the portfolio, ranked #160.

Castle Rock Wealth Management first reported a position in IYG in Q3 2019 and has held it in 27 quarters since. The position peaked at $712K in Q3 2024. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Castle Rock Wealth Management held 6,322 shares of iShares US Financial Services ETF worth $584K as of Q2 2026.
  • Castle Rock Wealth Management sold 271 iShares US Financial Services ETF shares in Q2 2026, an estimated $23.8K.
  • iShares US Financial Services ETF made up 0.11% of Castle Rock Wealth Management's portfolio in Q2 2026, its #160 holding.
  • Castle Rock Wealth Management first reported a position in iShares US Financial Services ETF in Q3 2019 and has held it in 27 quarters since.
  • Castle Rock Wealth Management's iShares US Financial Services ETF position peaked at $712K in Q3 2024.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.