Hopwood Financial Services’s iShares US Financial Services ETF IYG Stock Holding History

Hopwood Financial Services’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
2025 Q4	–	Sell	-415	Closed	-$37.2K	–	183
2025 Q3	$37.2K	Sell	415 -243	-37%	-$21.4K	0.02%	175
2025 Q2	$56.4K	Sell	658 -49	-7%	-$3.89K	0.04%	141
2025 Q1	$55.5K	Buy	707 +2	+0.3%	+$161	0.04%	143
2024 Q4	$54.8K	Buy	+705	New	+$54.4K	0.04%	143

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hopwood Financial Services's IYG Position: Q4 2025 in Review

Hopwood Financial Services sold out of iShares US Financial Services ETF (IYG) in Q4 2025, closing a stake of 415 shares — an estimated $37.2K sold.

Hopwood Financial Services first reported a position in IYG in Q4 2024 and held it in 4 quarters. The position peaked at $56.4K in Q2 2025. 261 funds tracked by Wall St. Rank hold IYG as of Q4 2025.

Hopwood Financial Services reported no remaining iShares US Financial Services ETF position as of Q4 2025 after selling out during the quarter.
Hopwood Financial Services sold 415 iShares US Financial Services ETF shares in Q4 2025, an estimated $37.2K.
Hopwood Financial Services first reported a position in iShares US Financial Services ETF in Q4 2024 and held it in 4 quarters.
Hopwood Financial Services's iShares US Financial Services ETF position peaked at $56.4K in Q2 2025.
261 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.