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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
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

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

High Point Wealth Management's IYG Position: Q2 2026 in Review

High Point Wealth Management increased its iShares US Financial Services ETF (IYG) stake by 0.18% in Q2 2026, buying an estimated $88 and bringing the position to 544 shares worth $49.2K. The position accounts for 0.04% of the portfolio, ranked #139.

High Point Wealth Management first reported a position in IYG in Q4 2025 and has held it in 3 quarters since. The position peaked at $49.9K in Q4 2025. 150 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • High Point Wealth Management held 544 shares of iShares US Financial Services ETF worth $49.2K as of Q2 2026.
  • High Point Wealth Management bought 1 iShares US Financial Services ETF share in Q2 2026, an estimated $88.
  • iShares US Financial Services ETF made up 0.04% of High Point Wealth Management's portfolio in Q2 2026, its #139 holding.
  • High Point Wealth Management first reported a position in iShares US Financial Services ETF in Q4 2025 and has held it in 3 quarters since.
  • High Point Wealth Management's iShares US Financial Services ETF position peaked at $49.9K in Q4 2025.
  • 150 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.