GI
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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
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

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

GAMMA Investing's IYG Position: Q2 2026 in Review

GAMMA Investing increased its iShares US Financial Services ETF (IYG) stake by 39% in Q2 2026, buying an estimated $51.9K and bringing the position to 2,123 shares worth $192K. The position accounts for 0.01% of the portfolio, ranked #1298.

GAMMA Investing first reported a position in IYG in Q4 2023 and has held it in 11 quarters since. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • GAMMA Investing held 2,123 shares of iShares US Financial Services ETF worth $192K as of Q2 2026.
  • GAMMA Investing bought 592 iShares US Financial Services ETF shares in Q2 2026, an estimated $51.9K.
  • iShares US Financial Services ETF made up 0.01% of GAMMA Investing's portfolio in Q2 2026, its #1298 holding.
  • GAMMA Investing first reported a position in iShares US Financial Services ETF in Q4 2023 and has held it in 11 quarters since.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.