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

Focus Partners Wealth’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$584K Hold
6,826
– – ﹤0.01% 1354
2025
Q1 		$536K Buy
6,826
+685
+11% +$53.8K ﹤0.01% 1308
2024
Q4 		$478K Buy
6,141
+2,323
+61% +$181K ﹤0.01% 1341
2024
Q3 		$271K Buy
+3,818
New +$271K ﹤0.01% 1345