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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
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

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

Focus Financial Network's IYG Position: Q2 2026 in Review

Focus Financial Network increased its iShares US Financial Services ETF (IYG) stake by 4.8% in Q2 2026, buying an estimated $93.1K and bringing the position to 23,235 shares worth $2.1M. The position accounts for 0.07% of the portfolio, ranked #235.

Focus Financial Network first reported a position in IYG in Q1 2019 and has held it in 26 quarters since. The position peaked at $2.87M in Q2 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Focus Financial Network held 23,235 shares of iShares US Financial Services ETF worth $2.1M as of Q2 2026.
  • Focus Financial Network bought 1,061 iShares US Financial Services ETF shares in Q2 2026, an estimated $93.1K.
  • iShares US Financial Services ETF made up 0.07% of Focus Financial Network's portfolio in Q2 2026, its #235 holding.
  • Focus Financial Network first reported a position in iShares US Financial Services ETF in Q1 2019 and has held it in 26 quarters since.
  • Focus Financial Network's iShares US Financial Services ETF position peaked at $2.87M in Q2 2025.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.