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

FAS 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	$1.63K	Hold	18	–	–	﹤0.01%	513
2026 Q1	$1.49K	Hold	18	–	–	﹤0.01%	501
2025 Q4	$1.66K	Hold	18	–	–	﹤0.01%	500
2025 Q3	$1.61K	Hold	18	–	–	﹤0.01%	455
2025 Q2	$1.54K	Hold	18	–	–	﹤0.01%	440
2025 Q1	$1.41K	Hold	18	–	–	﹤0.01%	417
2024 Q4	$1.4K	Buy	+18	New	+$1.39K	﹤0.01%	421

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

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

FAS Wealth Partners held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 18 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

FAS Wealth Partners first reported a position in IYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.66K in Q4 2025. 92 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

FAS Wealth Partners held 18 shares of iShares US Financial Services ETF worth $1.63K as of Q2 2026.
FAS Wealth Partners left its iShares US Financial Services ETF share count unchanged in Q2 2026.
iShares US Financial Services ETF made up ﹤0.01% of FAS Wealth Partners's portfolio in Q2 2026, its #513 holding.
FAS Wealth Partners first reported a position in iShares US Financial Services ETF in Q4 2024 and has held it in 7 quarters since.
FAS Wealth Partners's iShares US Financial Services ETF position peaked at $1.66K in Q4 2025.
92 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

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