Financial Life Planners’s iShares US Financial Services ETF IYG Stock Holding History

Financial Life Planners’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	$5.52K	Hold	61	–	–	﹤0.01%	261
2026 Q1	$5.04K	Buy	+61	New	+$5.35K	﹤0.01%	265
2025 Q4	–	Sell	-60	Closed	-$5.42K	–	194
2025 Q3	$5.42K	Buy	+60	New	+$5.27K	﹤0.01%	277

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

Financial Life Planners's IYG Position: Q2 2026 in Review

Financial Life Planners held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 61 shares worth $5.52K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

Financial Life Planners first reported a position in IYG in Q3 2025 and has held it in 3 quarters since. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Financial Life Planners held 61 shares of iShares US Financial Services ETF worth $5.52K as of Q2 2026.
Financial Life Planners left its iShares US Financial Services ETF share count unchanged in Q2 2026.
iShares US Financial Services ETF made up ﹤0.01% of Financial Life Planners's portfolio in Q2 2026, its #261 holding.
Financial Life Planners first reported a position in iShares US Financial Services ETF in Q3 2025 and has held it in 3 quarters since.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.