Comprehensive Financial Planning’s iShares US Financial Services ETF IYG Stock Holding History

Comprehensive Financial Planning’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	$59K	Buy	652 +2	+0.3%	+$175	0.03%	166
2026 Q1	$53.9K	Buy	650 +2	+0.3%	+$176	0.04%	158
2025 Q4	$59.8K	Buy	648 +1	+0.2%	+$89	0.04%	155
2025 Q3	$58K	Buy	647 +2	+0.3%	+$176	0.04%	158
2025 Q2	$55.2K	Buy	645 +2	+0.3%	+$159	0.04%	149
2025 Q1	$50.5K	Buy	643 +2	+0.3%	+$161	0.05%	138
2024 Q4	$49.9K	Buy	+641	New	+$49.4K	0.04%	157

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

Comprehensive Financial Planning's IYG Position: Q2 2026 in Review

Comprehensive Financial Planning increased its iShares US Financial Services ETF (IYG) stake by 0.31% in Q2 2026, buying an estimated $175 and bringing the position to 652 shares worth $59K. The position accounts for 0.03% of the portfolio, ranked #166.

Comprehensive Financial Planning first reported a position in IYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $59.8K in Q4 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Comprehensive Financial Planning held 652 shares of iShares US Financial Services ETF worth $59K as of Q2 2026.
Comprehensive Financial Planning bought 2 iShares US Financial Services ETF shares in Q2 2026, an estimated $175.
iShares US Financial Services ETF made up 0.03% of Comprehensive Financial Planning's portfolio in Q2 2026, its #166 holding.
Comprehensive Financial Planning first reported a position in iShares US Financial Services ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's iShares US Financial Services ETF position peaked at $59.8K in Q4 2025.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.