BFC Planning, Inc.’s iShares US Financial Services ETF IYG Stock Holding History

BFC Planning, Inc.’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	$6.24K	Buy	+69	New	+$6.05K	﹤0.01%	2590

Other funds holding IYG

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

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 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

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

BFC Planning, Inc.'s IYG Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in iShares US Financial Services ETF (IYG) in Q2 2026: 69 shares worth $6.24K. The stake represents ﹤0.01% of the portfolio and ranks #2590 among its holdings.

263 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

BFC Planning, Inc. held 69 shares of iShares US Financial Services ETF worth $6.24K as of Q2 2026.
iShares US Financial Services ETF was a new BFC Planning, Inc. position in Q2 2026.
iShares US Financial Services ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2590 holding.
263 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.