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Harbor Asset Planning’s iShares US Financial Services ETF IYG Stock Holding History

Harbor Asset Planning’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 		$608K Sell
6,719
-333
-5% -$29.2K 0.46% 50
2026
Q1 		$584K Buy
7,052
+16
+0.2% +$1.4K 0.49% 49
2025
Q4 		$649K Buy
7,036
+392
+6% +$35K 0.55% 45
2025
Q3 		$595K Buy
6,644
+213
+3% +$18.7K 0.53% 47
2025
Q2 		$550K Buy
+6,431
New +$510K 0.53% 49

Other funds holding IYG

KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
FAM
Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SLP
Storen Legacy Partners Zionsville, Indiana $367M AUM

Harbor Asset Planning's IYG Position: Q2 2026 in Review

Harbor Asset Planning reduced its iShares US Financial Services ETF (IYG) stake by 4.7% in Q2 2026, selling an estimated $29.2K and leaving 6,719 shares worth $608K. The position accounts for 0.46% of the portfolio, ranked #50.

Harbor Asset Planning first reported a position in IYG in Q2 2025 and has held it in 5 quarters since. The position peaked at $649K in Q4 2025. 64 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Harbor Asset Planning held 6,719 shares of iShares US Financial Services ETF worth $608K as of Q2 2026.
  • Harbor Asset Planning sold 333 iShares US Financial Services ETF shares in Q2 2026, an estimated $29.2K.
  • iShares US Financial Services ETF made up 0.46% of Harbor Asset Planning's portfolio in Q2 2026, its #50 holding.
  • Harbor Asset Planning first reported a position in iShares US Financial Services ETF in Q2 2025 and has held it in 5 quarters since.
  • Harbor Asset Planning's iShares US Financial Services ETF position peaked at $649K in Q4 2025.
  • 64 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.