Golden State Wealth Management’s iShares US Financial Services ETF IYG Stock Holding History

Golden State Wealth Management’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	$8.96K	Hold	99	–	–	﹤0.01%	1140
2026 Q1	$8.2K	Hold	99	–	–	﹤0.01%	1124
2025 Q4	$9.13K	Hold	99	–	–	﹤0.01%	1132
2025 Q3	$8.87K	Hold	99	–	–	﹤0.01%	1129
2025 Q2	$8.47K	Hold	99	–	–	﹤0.01%	1117
2025 Q1	$7.78K	Hold	99	–	–	﹤0.01%	1067
2024 Q4	$7.7K	Buy	+99	New	+$7.64K	﹤0.01%	1022
2020 Q2	–	Sell	-114	Closed	-$4K	–	606
2020 Q1	$4K	Buy	+114	New	+$5.2K	﹤0.01%	779
2019 Q4	–	Sell	-114	Closed	-$5K	–	513
2019 Q3	$5K	Hold	114	–	–	﹤0.01%	859
2019 Q2	$5K	Hold	114	–	–	﹤0.01%	873
2019 Q1	$5K	Buy	+114	New	+$4.72K	﹤0.01%	905

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

Golden State Wealth Management's IYG Position: Q2 2026 in Review

Golden State Wealth Management held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 99 shares worth $8.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1140.

Golden State Wealth Management first reported a position in IYG in Q1 2019 and has held it in 11 quarters since. The position peaked at $9.13K in Q4 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Golden State Wealth Management held 99 shares of iShares US Financial Services ETF worth $8.96K as of Q2 2026.
Golden State Wealth Management left its iShares US Financial Services ETF share count unchanged in Q2 2026.
iShares US Financial Services ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1140 holding.
Golden State Wealth Management first reported a position in iShares US Financial Services ETF in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's iShares US Financial Services ETF position peaked at $9.13K in Q4 2025.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.