High Point Wealth Management’s iShares US Financial Services ETF IYG Stock Holding History

High Point 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 Q3	$49.1K	Buy	546 +2	+0.4%	+$191	0.04%	149
2026 Q2	$49.2K	Buy	544 +1	+0.2%	+$88	0.04%	139
2026 Q1	$45K	Buy	543 +2	+0.4%	+$176	0.04%	139
2025 Q4	$49.9K	Buy	+541	New	+$48.3K	0.05%	143

Other funds holding IYG

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Circle Wealth Management Summit, New Jersey $8.25B AUM 23.72% 1-Year Est. Return

High Point Wealth Management's IYG Position: Q3 2026 in Review

High Point Wealth Management increased its iShares US Financial Services ETF (IYG) stake by 0.37% in Q3 2026, buying an estimated $191 and bringing the position to 546 shares worth $49.1K. The position accounts for 0.04% of the portfolio, ranked #149.

High Point Wealth Management first reported a position in IYG in Q4 2025 and has held it in 4 quarters since. The position peaked at $49.9K in Q4 2025. 241 funds tracked by Wall St. Rank hold IYG as of Q3 2026.

High Point Wealth Management held 546 shares of iShares US Financial Services ETF worth $49.1K as of Q3 2026.
High Point Wealth Management bought 2 iShares US Financial Services ETF shares in Q3 2026, an estimated $191.
iShares US Financial Services ETF made up 0.04% of High Point Wealth Management's portfolio in Q3 2026, its #149 holding.
High Point Wealth Management first reported a position in iShares US Financial Services ETF in Q4 2025 and has held it in 4 quarters since.
High Point Wealth Management's iShares US Financial Services ETF position peaked at $49.9K in Q4 2025.
241 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.