FAM
IYG icon

Forte Asset Management’s iShares US Financial Services ETF IYG Stock Holding History

Forte Asset Management’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 		$4.16M Buy
46,227
+329
+0.7% +$31.4K 1.68% 22
2026
Q2 		$4.15M Buy
45,898
+17,279
+60% +$1.52M 1.7% 22
2026
Q1 		$2.37M Buy
+28,619
New +$2.51M 1.04% 36

Other funds holding IYG

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
O3W
Omni 360 Wealth Plainsboro, New Jersey $221M AUM 11.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Forte Asset Management's IYG Position: Q3 2026 in Review

Forte Asset Management increased its iShares US Financial Services ETF (IYG) stake by 0.72% in Q3 2026, buying an estimated $31.4K and bringing the position to 46,227 shares worth $4.16M. The position accounts for 1.68% of the portfolio, ranked #22.

Forte Asset Management first reported a position in IYG in Q1 2026 and has held it in 3 quarters since. 22 funds tracked by Wall St. Rank hold IYG as of Q3 2026.

  • Forte Asset Management held 46,227 shares of iShares US Financial Services ETF worth $4.16M as of Q3 2026.
  • Forte Asset Management bought 329 iShares US Financial Services ETF shares in Q3 2026, an estimated $31.4K.
  • iShares US Financial Services ETF made up 1.68% of Forte Asset Management's portfolio in Q3 2026, its #22 holding.
  • Forte Asset Management first reported a position in iShares US Financial Services ETF in Q1 2026 and has held it in 3 quarters since.
  • 22 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2026.

Based on Forte Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.