Focus Financial Network’s iShares US Financial Services ETF IYG Stock Holding History

Focus Financial Network’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 Q3	$2.07M	Sell	23,012 -223	-1%	-$21.3K	0.06%	221
2026 Q2	$2.1M	Buy	23,235 +1,061	+5%	+$93.1K	0.07%	235
2026 Q1	$1.84M	Sell	22,174 -365	-2%	-$32K	0.07%	227
2025 Q4	$2.08M	Buy	22,539 +420	+2%	+$37.5K	0.07%	207
2025 Q3	$1.98M	Sell	22,119 -11,390	-34%	-$1M	0.07%	206
2025 Q2	$2.87M	Buy	33,509 +2,985	+10%	+$237K	0.11%	149
2025 Q1	$2.4M	Buy	30,524 +13,084	+75%	+$1.05M	0.1%	159
2024 Q4	$1.36M	Sell	17,440 -494	-3%	-$38.1K	0.05%	235
2024 Q3	$1.27M	Buy	17,934 +104	+0.6%	+$7.15K	0.05%	244
2024 Q2	$1.24M	Sell	17,830 -37	-0.2%	-$2.4K	0.05%	240
2024 Q1	$1.12M	Sell	17,867 -193	-1%	-$12K	0.05%	237
2023 Q4	$1.08M	Buy	18,060 +54	+0.3%	+$2.91K	0.04%	304
2023 Q3	$933K	Sell	18,006 -999	-5%	-$54K	0.05%	244
2023 Q2	$1M	Buy	19,005 +108	+0.6%	+$5.47K	0.06%	237
2023 Q1	$951K	Sell	18,897 -267	-1%	-$14.6K	0.06%	240
2022 Q4	$1.01M	Sell	19,164 -1,989	-9%	-$104K	0.08%	184
2022 Q3	$996K	Sell	21,153 -2,031	-9%	-$107K	0.09%	178
2022 Q2	$1.15M	Buy	23,184 +186	+0.8%	+$10.1K	0.09%	170
2022 Q1	$1.38M	Buy	+22,998	New	+$1.45M	0.1%	163
2021 Q1	–	Sell	-24,006	Closed	-$1.2M	–	460
2020 Q4	$1.2M	Sell	24,006 -9,174	-28%	-$414K	0.11%	161
2020 Q3	$1.35M	Buy	33,180 +8,940	+37%	+$369K	0.13%	151
2020 Q2	$965K	Buy	24,240 +11,664	+93%	+$448K	0.11%	165
2020 Q1	$430K	Buy	12,576 +1,272	+11%	+$58.1K	0.06%	239
2019 Q4	$572K	Sell	11,304 -36	-0.3%	-$1.73K	0.07%	227
2019 Q3	$516K	Buy	11,340 +474	+4%	+$21.4K	0.07%	220
2019 Q2	$485K	Buy	10,866 +498	+5%	+$21.8K	0.07%	221
2019 Q1	$431K	Buy	+10,368	New	+$430K	0.07%	224

Other funds holding IYG

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

FAM

Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return

O3W

Omni 360 Wealth Plainsboro, New Jersey $221M AUM 11.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

OCM

Objective Capital Management Pepper Pike, Ohio $112M AUM 15.2% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

WIA

Wetzel Investment Advisors Indianapolis, Indiana $290M AUM 16.64% 1-Year Est. Return

WFL

Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return

Focus Financial Network's IYG Position: Q3 2026 in Review

Focus Financial Network reduced its iShares US Financial Services ETF (IYG) stake by 0.96% in Q3 2026, selling an estimated $21.3K and leaving 23,012 shares worth $2.07M. The position accounts for 0.06% of the portfolio, ranked #221.

Focus Financial Network first reported a position in IYG in Q1 2019 and has held it in 27 quarters since. The position peaked at $2.87M in Q2 2025. 25 funds tracked by Wall St. Rank hold IYG as of Q3 2026.

Focus Financial Network held 23,012 shares of iShares US Financial Services ETF worth $2.07M as of Q3 2026.
Focus Financial Network sold 223 iShares US Financial Services ETF shares in Q3 2026, an estimated $21.3K.
iShares US Financial Services ETF made up 0.06% of Focus Financial Network's portfolio in Q3 2026, its #221 holding.
Focus Financial Network first reported a position in iShares US Financial Services ETF in Q1 2019 and has held it in 27 quarters since.
Focus Financial Network's iShares US Financial Services ETF position peaked at $2.87M in Q2 2025.
25 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.