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Cyndeo Wealth Partners’s iShares US Financial Services ETF IYG Stock Holding History

Cyndeo Wealth Partners’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 		$950K Sell
10,499
-5,626
-35% -$493K 0.04% 266
2026
Q1 		$1.34M Buy
16,125
+3,365
+26% +$295K 0.07% 209
2025
Q4 		$1.18M Buy
+12,760
New +$1.14M 0.06% 220

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

Cyndeo Wealth Partners's IYG Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its iShares US Financial Services ETF (IYG) stake by 35% in Q2 2026, selling an estimated $493K and leaving 10,499 shares worth $950K. The position accounts for 0.04% of the portfolio, ranked #266.

Cyndeo Wealth Partners first reported a position in IYG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.34M in Q1 2026. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Cyndeo Wealth Partners held 10,499 shares of iShares US Financial Services ETF worth $950K as of Q2 2026.
  • Cyndeo Wealth Partners sold 5,626 iShares US Financial Services ETF shares in Q2 2026, an estimated $493K.
  • iShares US Financial Services ETF made up 0.04% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #266 holding.
  • Cyndeo Wealth Partners first reported a position in iShares US Financial Services ETF in Q4 2025 and has held it in 3 quarters since.
  • Cyndeo Wealth Partners's iShares US Financial Services ETF position peaked at $1.34M in Q1 2026.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.