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

Cordatus 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	$747K	Hold	8,256	–	–	0.16%	101
2026 Q1	$684K	Hold	8,256	–	–	0.16%	104
2025 Q4	$762K	Hold	8,256	–	–	0.18%	93
2025 Q3	$740K	Hold	8,256	–	–	0.17%	89
2025 Q2	$707K	Hold	8,256	–	–	0.17%	95
2025 Q1	$649K	Hold	8,256	–	–	0.18%	89
2024 Q4	$642K	Hold	8,256	–	–	0.17%	89
2024 Q3	$586K	Hold	8,256	–	–	0.21%	75
2024 Q2	$538K	Buy	+8,256	New	+$536K	0.2%	77
2023 Q3	–	Sell	-8,256	Closed	-$435K	–	101
2023 Q2	$435K	Buy	+8,256	New	+$418K	0.16%	101
2022 Q4	–	Sell	-8,256	Closed	-$389K	–	74
2022 Q3	$389K	Hold	8,256	–	–	0.41%	49
2022 Q2	$408K	Hold	8,256	–	–	0.19%	118
2022 Q1	$496K	Hold	8,256	–	–	0.17%	132
2021 Q4	$531K	Buy	+8,256	New	+$538K	0.16%	129
2021 Q1	$471K	Hold	8,256	–	–	0.18%	130
2020 Q4	$413K	Hold	8,256	–	–	0.17%	118
2020 Q3	$336K	Hold	8,256	–	–	0.16%	117
2020 Q2	$329K	Hold	8,256	–	–	0.18%	104
2020 Q1	$283K	Hold	8,256	–	–	0.2%	86
2019 Q4	$418K	Hold	8,256	–	–	0.21%	108
2019 Q3	$375K	Hold	8,256	–	–	0.2%	107
2019 Q2	$368K	Hold	8,256	–	–	0.22%	101
2019 Q1	$343K	Hold	8,256	–	–	0.19%	107
2018 Q4	$309K	Buy	+8,256	New	+$341K	0.22%	93

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

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

Cordatus Wealth Management held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 8,256 shares worth $747K. The position accounts for 0.16% of the portfolio, ranked #101.

Cordatus Wealth Management first reported a position in IYG in Q4 2018 and has held it in 24 quarters since. The position peaked at $762K in Q4 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Cordatus Wealth Management held 8,256 shares of iShares US Financial Services ETF worth $747K as of Q2 2026.
Cordatus Wealth Management left its iShares US Financial Services ETF share count unchanged in Q2 2026.
iShares US Financial Services ETF made up 0.16% of Cordatus Wealth Management's portfolio in Q2 2026, its #101 holding.
Cordatus Wealth Management first reported a position in iShares US Financial Services ETF in Q4 2018 and has held it in 24 quarters since.
Cordatus Wealth Management's iShares US Financial Services ETF position peaked at $762K in Q4 2025.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Cordatus Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.