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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
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

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

Forte Asset Management's IYG Position: Q2 2026 in Review

Forte Asset Management increased its iShares US Financial Services ETF (IYG) stake by 60% in Q2 2026, buying an estimated $1.52M and bringing the position to 45,898 shares worth $4.15M. The position accounts for 1.7% of the portfolio, ranked #22.

Forte Asset Management first reported a position in IYG in Q1 2026 and has held it in 2 quarters since. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Forte Asset Management held 45,898 shares of iShares US Financial Services ETF worth $4.15M as of Q2 2026.
  • Forte Asset Management bought 17,279 iShares US Financial Services ETF shares in Q2 2026, an estimated $1.52M.
  • iShares US Financial Services ETF made up 1.7% of Forte Asset Management's portfolio in Q2 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 2 quarters since.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Forte Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.