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 Q2	–	Sell	-81	Closed	-$6.71K	–	736
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 $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 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 22.96% 1-Year Est. Return

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 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

Gen-Wealth Partners's IYG Position: Q2 2026 in Review

Gen-Wealth Partners sold out of iShares US Financial Services ETF (IYG) in Q2 2026, closing a stake of 81 shares — an estimated $6.71K sold.

Gen-Wealth Partners first reported a position in IYG in Q1 2024 and held it in 9 quarters. The position peaked at $7.47K in Q4 2025. 263 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Gen-Wealth Partners reported no remaining iShares US Financial Services ETF position as of Q2 2026 after selling out during the quarter.
Gen-Wealth Partners sold 81 iShares US Financial Services ETF shares in Q2 2026, an estimated $6.71K.
Gen-Wealth Partners first reported a position in iShares US Financial Services ETF in Q1 2024 and held it in 9 quarters.
Gen-Wealth Partners's iShares US Financial Services ETF position peaked at $7.47K in Q4 2025.
263 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.