GAMMA Investing
IYG icon

GAMMA Investing’s iShares US Financial Services ETF IYG Stock Holding History

GAMMA Investing’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 		$191K Hold
2,123
– – 0.01% 1365
2026
Q2 		$192K Buy
2,123
+592
+39% +$51.9K 0.01% 1298
2026
Q1 		$127K Buy
1,531
+85
+6% +$7.46K 0.01% 1481
2025
Q4 		$133K Hold
1,446
– – 0.01% 1360
2025
Q3 		$130K Buy
1,446
+123
+9% +$10.8K 0.01% 1289
2025
Q2 		$113K Hold
1,323
– – 0.01% 1347
2025
Q1 		$104K Hold
1,323
– – 0.01% 1224
2024
Q4 		$103K Hold
1,323
– – 0.01% 1099
2024
Q3 		$94K Hold
1,323
– – 0.01% 1047
2024
Q2 		$86.3K Buy
1,323
+396
+43% +$25.7K 0.01% 859
2024
Q1 		$61.5K Hold
927
– – 0.01% 900
2023
Q4 		$56.4K Buy
+927
New +$49.9K 0.02% 824

Other funds holding IYG

Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Circle Wealth Management
Circle Wealth Management Summit, New Jersey $8.25B AUM 23.72% 1-Year Est. Return
Kozak & Associates
Kozak & Associates Highlands Ranch, Colorado $553M AUM 17.51% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

GAMMA Investing's IYG Position: Q3 2026 in Review

GAMMA Investing held its iShares US Financial Services ETF (IYG) position steady in Q3 2026 at 2,123 shares worth $191K. The position accounts for 0.01% of the portfolio, ranked #1365.

GAMMA Investing first reported a position in IYG in Q4 2023 and has held it in 12 quarters since. The position peaked at $192K in Q2 2026. 206 funds tracked by Wall St. Rank hold IYG as of Q3 2026.

  • GAMMA Investing held 2,123 shares of iShares US Financial Services ETF worth $191K as of Q3 2026.
  • GAMMA Investing left its iShares US Financial Services ETF share count unchanged in Q3 2026.
  • iShares US Financial Services ETF made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #1365 holding.
  • GAMMA Investing first reported a position in iShares US Financial Services ETF in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's iShares US Financial Services ETF position peaked at $192K in Q2 2026.
  • 206 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.