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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
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 $11.5B AUM 15.23% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Freedom LLC's IYG Position: Q1 2026 in Review

Financial Freedom LLC increased its iShares US Financial Services ETF (IYG) stake by 0.09% in Q1 2026, buying an estimated $88 and bringing the position to 1,145 shares worth $94.8K. The position accounts for 0.05% of the portfolio, ranked #140.

Financial Freedom LLC first reported a position in IYG in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.95M in Q2 2023. 264 funds tracked by Wall St. Rank hold IYG as of Q1 2026.

  • Financial Freedom LLC held 1,145 shares of iShares US Financial Services ETF worth $94.8K as of Q1 2026.
  • Financial Freedom LLC bought 1 iShares US Financial Services ETF share in Q1 2026, an estimated $88.
  • iShares US Financial Services ETF made up 0.05% of Financial Freedom LLC's portfolio in Q1 2026, its #140 holding.
  • Financial Freedom LLC first reported a position in iShares US Financial Services ETF in Q4 2022 and has held it in 14 quarters since.
  • Financial Freedom LLC's iShares US Financial Services ETF position peaked at $1.95M in Q2 2023.
  • 264 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.