FFL
IYG icon

Financial Freedom LLC’s iShares US Financial Services ETF IYG Stock Holding History

Financial Freedom LLC’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 		– Sell
-1,145
Closed -$94.8K – 259
2026
Q1 		$94.8K Buy
1,145
+1
+0.1% +$88 0.05% 140
2025
Q4 		$106K Buy
1,144
+3
+0.3% +$268 0.05% 135
2025
Q3 		$102K Buy
1,141
+2
+0.2% +$176 0.05% 136
2025
Q2 		$97.5K Sell
1,139
-48
-4% -$3.81K 0.05% 135
2025
Q1 		$93.2K Sell
1,187
-1,113
-48% -$89.6K 0.05% 138
2024
Q4 		$179K Sell
2,300
-454
-16% -$35K 0.09% 101
2024
Q3 		$196K Sell
2,754
-190
-6% -$13.1K 0.1% 104
2024
Q2 		$192K Sell
2,944
-3,660
-55% -$238K 0.11% 104
2024
Q1 		$438K Sell
6,604
-6,956
-51% -$432K 0.26% 66
2023
Q4 		$810K Sell
13,560
-20,244
-60% -$1.09M 0.51% 41
2023
Q3 		$1.74M Sell
33,804
-3,171
-9% -$172K 1.24% 21
2023
Q2 		$1.95M Buy
36,975
+462
+1% +$23.4K 1.37% 20
2023
Q1 		$1.84M Buy
36,513
+3,726
+11% +$203K 1.34% 21
2022
Q4 		$1.72M Buy
+32,787
New +$1.72M 1.16% 17

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

Financial Freedom LLC's IYG Position: Q2 2026 in Review

Financial Freedom LLC sold out of iShares US Financial Services ETF (IYG) in Q2 2026, closing a stake of 1,145 shares — an estimated $94.8K sold.

Financial Freedom LLC first reported a position in IYG in Q4 2022 and held it in 14 quarters. The position peaked at $1.95M in Q2 2023. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Financial Freedom LLC reported no remaining iShares US Financial Services ETF position as of Q2 2026 after selling out during the quarter.
  • Financial Freedom LLC sold 1,145 iShares US Financial Services ETF shares in Q2 2026, an estimated $94.8K.
  • Financial Freedom LLC first reported a position in iShares US Financial Services ETF in Q4 2022 and held it in 14 quarters.
  • Financial Freedom LLC's iShares US Financial Services ETF position peaked at $1.95M in Q2 2023.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.