Horizon Family Wealth’s iShares US Financial Services ETF IYG Stock Holding History

Horizon Family Wealth’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	$521K	Buy	5,758 +893	+18%	+$78.3K	0.24%	66
2026 Q1	$403K	Buy	4,865 +151	+3%	+$13.3K	0.21%	71
2025 Q4	$435K	Sell	4,714 -480	-9%	-$42.8K	0.23%	64
2025 Q3	$466K	Buy	5,194 +281	+6%	+$24.7K	0.27%	56
2025 Q2	$421K	Buy	4,913 +74	+2%	+$5.87K	0.26%	57
2025 Q1	$380K	Sell	4,839 -335	-6%	-$27K	0.25%	51
2024 Q4	$403K	Buy	5,174 +512	+11%	+$39.5K	0.27%	50
2024 Q3	$331K	Buy	4,662 +83	+2%	+$5.7K	0.24%	58
2024 Q2	$299K	Buy	4,579 +43	+0.9%	+$2.79K	0.23%	57
2024 Q1	$301K	Sell	4,536 -30	-0.7%	-$1.86K	0.23%	57
2023 Q4	$273K	Sell	4,566 -24	-0.5%	-$1.29K	0.23%	56
2023 Q3	$237K	Sell	4,590 -3,096	-40%	-$167K	0.23%	56
2023 Q2	$405K	Buy	7,686 +3,210	+72%	+$163K	0.39%	35
2023 Q1	$225K	Buy	4,476 +108	+2%	+$5.89K	0.24%	53
2022 Q4	$229K	Buy	+4,368	New	+$229K	0.26%	51
2022 Q2	–	Sell	-3,789	Closed	-$228K	–	56
2022 Q1	$228K	Buy	3,789 +552	+17%	+$34.8K	0.23%	56
2021 Q4	$208K	Buy	+3,237	New	+$211K	0.21%	46

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

Horizon Family Wealth's IYG Position: Q2 2026 in Review

Horizon Family Wealth increased its iShares US Financial Services ETF (IYG) stake by 18% in Q2 2026, buying an estimated $78.3K and bringing the position to 5,758 shares worth $521K. The position accounts for 0.24% of the portfolio, ranked #66.

Horizon Family Wealth first reported a position in IYG in Q4 2021 and has held it in 17 quarters since. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Horizon Family Wealth held 5,758 shares of iShares US Financial Services ETF worth $521K as of Q2 2026.
Horizon Family Wealth bought 893 iShares US Financial Services ETF shares in Q2 2026, an estimated $78.3K.
iShares US Financial Services ETF made up 0.24% of Horizon Family Wealth's portfolio in Q2 2026, its #66 holding.
Horizon Family Wealth first reported a position in iShares US Financial Services ETF in Q4 2021 and has held it in 17 quarters since.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Horizon Family Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.