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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$723K	Buy	7,989 +606	+8%	+$53.2K	﹤0.01%	1778
2026 Q1	$612K	Buy	7,383 +1,039	+16%	+$91.2K	﹤0.01%	1831
2025 Q4	$585K	Buy	6,344 +293	+5%	+$26.2K	﹤0.01%	1886
2025 Q3	$542K	Sell	6,051 -775	-11%	-$68.1K	﹤0.01%	1582
2025 Q2	$584K	Hold	6,826	–	–	﹤0.01%	1362
2025 Q1	$536K	Buy	6,826 +685	+11%	+$55.2K	﹤0.01%	1318
2024 Q4	$478K	Buy	6,141 +2,323	+61%	+$179K	﹤0.01%	1355
2024 Q3	$271K	Buy	+3,818	New	+$262K	﹤0.01%	1360

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

Focus Partners Wealth's IYG Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares US Financial Services ETF (IYG) stake by 8.2% in Q2 2026, buying an estimated $53.2K and bringing the position to 7,989 shares worth $723K. The position accounts for ﹤0.01% of the portfolio, ranked #1778.

Focus Partners Wealth first reported a position in IYG in Q3 2024 and has held it in 8 quarters since. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Focus Partners Wealth held 7,989 shares of iShares US Financial Services ETF worth $723K as of Q2 2026.
Focus Partners Wealth bought 606 iShares US Financial Services ETF shares in Q2 2026, an estimated $53.2K.
iShares US Financial Services ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1778 holding.
Focus Partners Wealth first reported a position in iShares US Financial Services ETF in Q3 2024 and has held it in 8 quarters since.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.