Diversified Enterprises’s iShares US Financial Services ETF IYG Stock Holding History

Diversified Enterprises’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	$2.79M	Sell	30,843 -385	-1%	-$33.8K	0.14%	78
2026 Q1	$2.59M	Sell	31,228 -198	-0.6%	-$17.4K	0.14%	74
2025 Q4	$2.9M	Buy	31,426 +72	+0.2%	+$6.43K	0.17%	59
2025 Q3	$2.81M	Sell	31,354 -447	-1%	-$39.3K	0.19%	53
2025 Q2	$2.72M	Sell	31,801 -113	-0.4%	-$8.96K	0.2%	50
2025 Q1	$2.51M	Sell	31,914 -198	-0.6%	-$15.9K	0.21%	54
2024 Q4	$2.5M	Sell	32,112 -648	-2%	-$50K	0.24%	39
2024 Q3	$2.33M	Buy	+32,760	New	+$2.25M	0.26%	37

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

Diversified Enterprises's IYG Position: Q2 2026 in Review

Diversified Enterprises reduced its iShares US Financial Services ETF (IYG) stake by 1.2% in Q2 2026, selling an estimated $33.8K and leaving 30,843 shares worth $2.79M. The position accounts for 0.14% of the portfolio, ranked #78.

Diversified Enterprises first reported a position in IYG in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.9M in Q4 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Diversified Enterprises held 30,843 shares of iShares US Financial Services ETF worth $2.79M as of Q2 2026.
Diversified Enterprises sold 385 iShares US Financial Services ETF shares in Q2 2026, an estimated $33.8K.
iShares US Financial Services ETF made up 0.14% of Diversified Enterprises's portfolio in Q2 2026, its #78 holding.
Diversified Enterprises first reported a position in iShares US Financial Services ETF in Q3 2024 and has held it in 8 quarters since.
Diversified Enterprises's iShares US Financial Services ETF position peaked at $2.9M in Q4 2025.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.