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

Circle 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	$26.7M	Hold	294,600	–	–	0.33%	23
2026 Q1	$24.4M	Hold	294,600	–	–	0.35%	23
2025 Q4	$27.2M	Hold	294,600	–	–	0.42%	20
2025 Q3	$26.4M	Hold	294,600	–	–	0.51%	18
2025 Q2	$25.2M	Hold	294,600	–	–	0.55%	20
2025 Q1	$23.1M	Hold	294,600	–	–	0.53%	20
2024 Q4	$22.9M	Hold	294,600	–	–	0.49%	19
2024 Q3	$20.9M	Hold	294,600	–	–	0.46%	21
2024 Q2	$19.2M	Hold	294,600	–	–	0.44%	21
2024 Q1	$19.5M	Hold	294,600	–	–	0.48%	22
2023 Q4	$17.6M	Hold	294,600	–	–	0.45%	21
2023 Q3	$15.2M	Buy	+294,600	New	+$15.9M	0.38%	25

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 New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Circle Wealth Management's IYG Position: Q2 2026 in Review

Circle Wealth Management held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 294,600 shares worth $26.7M. The position accounts for 0.33% of the portfolio, ranked #23.

Circle Wealth Management first reported a position in IYG in Q3 2023 and has held it in 12 quarters since. The position peaked at $27.2M in Q4 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Circle Wealth Management held 294,600 shares of iShares US Financial Services ETF worth $26.7M as of Q2 2026.
Circle Wealth Management left its iShares US Financial Services ETF share count unchanged in Q2 2026.
iShares US Financial Services ETF made up 0.33% of Circle Wealth Management's portfolio in Q2 2026, its #23 holding.
Circle Wealth Management first reported a position in iShares US Financial Services ETF in Q3 2023 and has held it in 12 quarters since.
Circle Wealth Management's iShares US Financial Services ETF position peaked at $27.2M in Q4 2025.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.