HCMG
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Howard Capital Management Group’s iShares US Financial Services ETF IYG Stock Holding History

Howard Capital Management Group’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 		$8.43M Sell
93,198
-905
-1% -$79.4K 0.52% 31
2026
Q1 		$7.8M Buy
94,103
+973
+1% +$85.4K 0.52% 33
2025
Q4 		$8.59M Sell
93,130
-2,883
-3% -$257K 0.54% 32
2025
Q3 		$8.61M Sell
96,013
-1,899
-2% -$167K 0.54% 33
2025
Q2 		$8.38M Sell
97,912
-1,235
-1% -$98K 0.58% 31
2025
Q1 		$7.79M Sell
99,147
-14,745
-13% -$1.19M 0.61% 31
2024
Q4 		$8.86M Sell
113,892
-560
-0.5% -$43.2K 0.61% 32
2024
Q3 		$8.13M Buy
114,452
+2,392
+2% +$164K 0.57% 33
2024
Q2 		$7.31M Buy
112,060
+3,634
+3% +$236K 0.54% 33
2024
Q1 		$7.19M Sell
108,426
-792
-0.7% -$49.2K 0.55% 34
2023
Q4 		$6.52M Sell
109,218
-2,382
-2% -$128K 0.57% 33
2023
Q3 		$5.75M Buy
111,600
+1,620
+1% +$87.6K 0.56% 33
2023
Q2 		$5.79M Buy
109,980
+3,042
+3% +$154K 0.54% 33
2023
Q1 		$5.38M Sell
106,938
-843
-0.8% -$46K 0.57% 33
2022
Q4 		$5.66M Sell
107,781
-1,869
-2% -$97.9K 0.68% 33
2022
Q3 		$5.16M Sell
109,650
-1,080
-1% -$56.7K 0.65% 33
2022
Q2 		$5.47M Buy
110,730
+1,806
+2% +$97.9K 0.64% 33
2022
Q1 		$6.55M Buy
108,924
+5,058
+5% +$319K 0.6% 35
2021
Q4 		$6.68M Buy
103,866
+5,643
+6% +$368K 0.55% 37
2021
Q3 		$6.16M Buy
98,223
+8,805
+10% +$553K 0.57% 37
2021
Q2 		$5.52M Buy
+89,418
New +$5.46M 0.52% 37

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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Howard Capital Management Group's IYG Position: Q2 2026 in Review

Howard Capital Management Group reduced its iShares US Financial Services ETF (IYG) stake by 0.96% in Q2 2026, selling an estimated $79.4K and leaving 93,198 shares worth $8.43M. The position accounts for 0.52% of the portfolio, ranked #31.

Howard Capital Management Group first reported a position in IYG in Q2 2021 and has held it in 21 quarters since. The position peaked at $8.86M in Q4 2024. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Howard Capital Management Group held 93,198 shares of iShares US Financial Services ETF worth $8.43M as of Q2 2026.
  • Howard Capital Management Group sold 905 iShares US Financial Services ETF shares in Q2 2026, an estimated $79.4K.
  • iShares US Financial Services ETF made up 0.52% of Howard Capital Management Group's portfolio in Q2 2026, its #31 holding.
  • Howard Capital Management Group first reported a position in iShares US Financial Services ETF in Q2 2021 and has held it in 21 quarters since.
  • Howard Capital Management Group's iShares US Financial Services ETF position peaked at $8.86M in Q4 2024.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Howard Capital Management Group's 13F filing for Q2 2026, filed 16 Jul 2026.