CWM
IYG icon

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
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
– – 0.56% 20
2025
Q1 		$23.1M Hold
294,600
– – 0.54% 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
– – 0.49% 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 $11.5B AUM 15.23% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return