Global Retirement Partners’s iShares US Financial Services ETF IYG Stock Holding History

Global Retirement 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	$2.17K	Buy	+24	New	+$2.1K	﹤0.01%	3986
2025 Q4	$2.21K	Hold	24	–	–	﹤0.01%	3697
2025 Q3	$2.15K	Hold	24	–	–	﹤0.01%	3307
2025 Q2	$2.05K	Buy	+24	New	+$1.9K	﹤0.01%	3234
2024 Q4	$1.87K	Hold	24	–	–	﹤0.01%	3098
2024 Q3	$1.7K	Hold	24	–	–	﹤0.01%	2989
2024 Q2	$1.56K	Hold	24	–	–	﹤0.01%	3052
2024 Q1	$1.59K	Hold	24	–	–	﹤0.01%	2830
2023 Q4	$1.41K	Buy	+24	New	+$1.29K	﹤0.01%	2794
2023 Q1	–	Sell	-153	Closed	-$8.03K	–	3282
2022 Q4	$8.03K	Hold	153	–	–	﹤0.01%	1860
2022 Q3	$8K	Buy	153 +3	+2%	+$157	﹤0.01%	1766
2022 Q2	$7K	Hold	150	–	–	﹤0.01%	1777
2022 Q1	$8K	Buy	+150	New	+$9.46K	﹤0.01%	1713
2020 Q4	–	Sell	-645	Closed	-$26K	–	1769
2020 Q3	$26K	Buy	645 +21	+3%	+$866	﹤0.01%	843
2020 Q2	$25K	Buy	+624	New	+$24K	﹤0.01%	833

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

Global Retirement Partners's IYG Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares US Financial Services ETF (IYG) in Q2 2026: 24 shares worth $2.17K. The stake represents ﹤0.01% of the portfolio and ranks #3986 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IYG as recently as Q4 2025.

Global Retirement Partners first reported a position in IYG in Q2 2020 and has held it in 15 quarters since. The position peaked at $26K in Q3 2020. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Global Retirement Partners held 24 shares of iShares US Financial Services ETF worth $2.17K as of Q2 2026.
iShares US Financial Services ETF was a new Global Retirement Partners position in Q2 2026.
iShares US Financial Services ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3986 holding.
Global Retirement Partners first reported a position in iShares US Financial Services ETF in Q2 2020 and has held it in 15 quarters since.
Global Retirement Partners's iShares US Financial Services ETF position peaked at $26K in Q3 2020.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.