Gen-Wealth Partners’s iShares US Financial Services ETF IYG Stock Holding History

Gen-Wealth Partners’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 Q1	$6.71K	Hold	81	–	–	﹤0.01%	572
2025 Q4	$7.47K	Hold	81	–	–	﹤0.01%	544
2025 Q3	$7.26K	Hold	81	–	–	﹤0.01%	539
2025 Q2	$6.93K	Hold	81	–	–	﹤0.01%	486
2025 Q1	$6.36K	Hold	81	–	–	﹤0.01%	477
2024 Q4	$6.3K	Hold	81	–	–	﹤0.01%	503
2024 Q3	$6.05K	Hold	81	–	–	﹤0.01%	530
2024 Q2	$5.28K	Hold	81	–	–	﹤0.01%	509
2024 Q1	$5.37K	Buy	+81	New	+$5.03K	﹤0.01%	494

Other funds holding IYG

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gen-Wealth Partners's IYG Position: Q1 2026 in Review

Gen-Wealth Partners held its iShares US Financial Services ETF (IYG) position steady in Q1 2026 at 81 shares worth $6.71K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Gen-Wealth Partners first reported a position in IYG in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.47K in Q4 2025. 264 funds tracked by Wall St. Rank hold IYG as of Q1 2026.

Gen-Wealth Partners held 81 shares of iShares US Financial Services ETF worth $6.71K as of Q1 2026.
Gen-Wealth Partners left its iShares US Financial Services ETF share count unchanged in Q1 2026.
iShares US Financial Services ETF made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q1 2026, its #572 holding.
Gen-Wealth Partners first reported a position in iShares US Financial Services ETF in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's iShares US Financial Services ETF position peaked at $7.47K in Q4 2025.
264 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.