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Consolidated Capital Management’s iShares US Financial Services ETF IYG Stock Holding History

Consolidated Capital 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 		$267K Buy
2,948
+1
+0% +$88 0.07% 61
2026
Q1 		$244K Sell
2,947
-3,354
-53% -$294K 0.08% 64
2025
Q4 		$581K Buy
6,301
+686
+12% +$61.2K 0.18% 47
2025
Q3 		$503K Sell
5,615
-445
-7% -$39.1K 0.18% 37
2025
Q2 		$519K Buy
6,060
+213
+4% +$16.9K 0.19% 32
2025
Q1 		$459K Buy
5,847
+76
+1% +$6.12K 0.19% 32
2024
Q4 		$449K Sell
5,771
-237
-4% -$18.3K 0.2% 31
2024
Q3 		$427K Sell
6,008
-979
-14% -$67.3K 0.19% 29
2024
Q2 		$456K Sell
6,987
-8,423
-55% -$547K 0.22% 31
2024
Q1 		$1.02M Sell
15,410
-1,105
-7% -$68.6K 0.49% 30
2023
Q4 		$987K Buy
16,515
+7,863
+91% +$423K 0.53% 30
2023
Q3 		$446K Sell
8,652
-630
-7% -$34.1K 0.24% 41
2023
Q2 		$489K Buy
9,282
+96
+1% +$4.87K 0.24% 42
2023
Q1 		$462K Buy
9,186
+1,389
+18% +$75.8K 0.25% 42
2022
Q4 		$409K Sell
7,797
-186
-2% -$9.75K 0.24% 50
2022
Q3 		$376K Buy
+7,983
New +$419K 0.24% 49

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

Consolidated Capital Management's IYG Position: Q2 2026 in Review

Consolidated Capital Management increased its iShares US Financial Services ETF (IYG) stake by 0.03% in Q2 2026, buying an estimated $88 and bringing the position to 2,948 shares worth $267K. The position accounts for 0.07% of the portfolio, ranked #61.

Consolidated Capital Management first reported a position in IYG in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.02M in Q1 2024. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Consolidated Capital Management held 2,948 shares of iShares US Financial Services ETF worth $267K as of Q2 2026.
  • Consolidated Capital Management bought 1 iShares US Financial Services ETF share in Q2 2026, an estimated $88.
  • iShares US Financial Services ETF made up 0.07% of Consolidated Capital Management's portfolio in Q2 2026, its #61 holding.
  • Consolidated Capital Management first reported a position in iShares US Financial Services ETF in Q3 2022 and has held it in 16 quarters since.
  • Consolidated Capital Management's iShares US Financial Services ETF position peaked at $1.02M in Q1 2024.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Consolidated Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.