CX Institutional’s iShares US Financial Services ETF IYG Stock Holding History

CX Institutional’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 Q3	$27K	Buy	300 +17	+6%	+$1.62K	﹤0.01%	1164
2026 Q2	$26K	Sell	283 -2,921	-91%	-$256K	﹤0.01%	1115
2026 Q1	$265K	Sell	3,204 -769	-19%	-$67.5K	0.01%	646
2025 Q4	$366K	Buy	3,973 +3,643	+1,104%	+$325K	0.01%	509
2025 Q3	$30K	Sell	330 -620	-65%	-$54.5K	﹤0.01%	1034
2025 Q2	$81K	Buy	+950	New	+$75.4K	﹤0.01%	793
2024 Q3	–	Sell	-3,412	Closed	-$223K	–	578
2024 Q2	$223K	Buy	+3,412	New	+$222K	0.01%	515
2023 Q3	–	Sell	-3,972	Closed	-$209K	–	518
2023 Q2	$209K	Buy	+3,972	New	+$201K	0.01%	498

Other funds holding IYG

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

CWA

Centerline Wealth Advisors Louisville, Kentucky $321M AUM 13.56% 1-Year Est. Return

FAM

Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

O3W

Omni 360 Wealth Plainsboro, New Jersey $221M AUM 11.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

OCM

Objective Capital Management Pepper Pike, Ohio $112M AUM 15.2% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

CX Institutional's IYG Position: Q3 2026 in Review

CX Institutional increased its iShares US Financial Services ETF (IYG) stake by 6% in Q3 2026, buying an estimated $1.62K and bringing the position to 300 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

CX Institutional first reported a position in IYG in Q2 2023 and has held it in 8 quarters since. The position peaked at $366K in Q4 2025. 31 funds tracked by Wall St. Rank hold IYG as of Q3 2026.

CX Institutional held 300 shares of iShares US Financial Services ETF worth $27K as of Q3 2026.
CX Institutional bought 17 iShares US Financial Services ETF shares in Q3 2026, an estimated $1.62K.
iShares US Financial Services ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1164 holding.
CX Institutional first reported a position in iShares US Financial Services ETF in Q2 2023 and has held it in 8 quarters since.
CX Institutional's iShares US Financial Services ETF position peaked at $366K in Q4 2025.
31 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.