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 Q3	$2.76M	Sell	30,698 -145	-0.5%	-$13.8K	0.13%	79
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

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

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

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

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

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Diversified Enterprises's IYG Position: Q3 2026 in Review

Diversified Enterprises reduced its iShares US Financial Services ETF (IYG) stake by 0.47% in Q3 2026, selling an estimated $13.8K and leaving 30,698 shares worth $2.76M. The position accounts for 0.13% of the portfolio, ranked #79.

Diversified Enterprises first reported a position in IYG in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.9M in Q4 2025. 64 funds tracked by Wall St. Rank hold IYG as of Q3 2026.

Diversified Enterprises held 30,698 shares of iShares US Financial Services ETF worth $2.76M as of Q3 2026.
Diversified Enterprises sold 145 iShares US Financial Services ETF shares in Q3 2026, an estimated $13.8K.
iShares US Financial Services ETF made up 0.13% of Diversified Enterprises's portfolio in Q3 2026, its #79 holding.
Diversified Enterprises first reported a position in iShares US Financial Services ETF in Q3 2024 and has held it in 9 quarters since.
Diversified Enterprises's iShares US Financial Services ETF position peaked at $2.9M in Q4 2025.
64 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.