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Financial Partners Group (Kansas)’s iShares US Financial Services ETF IYG Stock Holding History

Financial Partners Group (Kansas)’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 		$626K Buy
6,922
+66
+1% +$5.79K 0.06% 132
2026
Q1 		$568K Sell
6,856
-86
-1% -$7.55K 0.07% 131
2025
Q4 		$627K Sell
6,942
-381
-5% -$34K 0.07% 122
2025
Q3 		$656K Buy
7,323
+370
+5% +$32.5K 0.08% 114
2025
Q2 		$595K Sell
6,953
-31
-0.4% -$2.46K 0.08% 108
2025
Q1 		$549K Buy
6,984
+51
+0.7% +$4.11K 0.08% 104
2024
Q4 		$539K Sell
6,933
-728
-10% -$56.2K 0.08% 99
2024
Q3 		$544K Sell
7,661
-524
-6% -$36K 0.08% 99
2024
Q2 		$534K Sell
8,185
-1,716
-17% -$111K 0.08% 97
2024
Q1 		$656K Buy
9,901
+121
+1% +$7.51K 0.1% 84
2023
Q4 		$584K Buy
9,780
+621
+7% +$33.4K 0.1% 83
2023
Q3 		$473K Buy
9,159
+666
+8% +$36K 0.1% 87
2023
Q2 		$471K Sell
8,493
-276
-3% -$14K 0.1% 93
2023
Q1 		$441K Buy
8,769
+309
+4% +$16.9K 0.1% 91
2022
Q4 		$493K Buy
8,460
+96
+1% +$5.03K 0.11% 89
2022
Q3 		$394K Buy
8,364
+177
+2% +$9.29K 0.1% 96
2022
Q2 		$404K Buy
8,187
+594
+8% +$32.2K 0.1% 94
2022
Q1 		$456K Buy
+7,593
New +$479K 0.1% 102
2019
Q1 		– Sell
-43,662
Closed -$1.63M – 78
2018
Q4 		$1.63M Buy
+43,662
New +$1.8M 1.06% 25

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 Partners Group (Kansas)'s IYG Position: Q2 2026 in Review

Financial Partners Group (Kansas) increased its iShares US Financial Services ETF (IYG) stake by 0.96% in Q2 2026, buying an estimated $5.79K and bringing the position to 6,922 shares worth $626K. The position accounts for 0.06% of the portfolio, ranked #132.

Financial Partners Group (Kansas) first reported a position in IYG in Q4 2018 and has held it in 19 quarters since. The position peaked at $1.63M in Q4 2018. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Financial Partners Group (Kansas) held 6,922 shares of iShares US Financial Services ETF worth $626K as of Q2 2026.
  • Financial Partners Group (Kansas) bought 66 iShares US Financial Services ETF shares in Q2 2026, an estimated $5.79K.
  • iShares US Financial Services ETF made up 0.06% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #132 holding.
  • Financial Partners Group (Kansas) first reported a position in iShares US Financial Services ETF in Q4 2018 and has held it in 19 quarters since.
  • Financial Partners Group (Kansas)'s iShares US Financial Services ETF position peaked at $1.63M in Q4 2018.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.