IWM
IYG icon

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

IHT 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 		$3.03M Sell
33,463
-8,972
-21% -$787K 0.06% 303
2026
Q1 		$3.52M Sell
42,435
-4,738
-10% -$416K 0.08% 240
2025
Q4 		$4.35M Buy
47,173
+1,508
+3% +$135K 0.11% 195
2025
Q3 		$4.09M Buy
45,665
+1,318
+3% +$116K 0.1% 191
2025
Q2 		$3.8M Buy
44,347
+942
+2% +$74.7K 0.1% 185
2025
Q1 		$3.41M Sell
43,405
-512
-1% -$41.2K 0.11% 193
2024
Q4 		$3.42M Sell
43,917
-6,546
-13% -$505K 0.11% 184
2024
Q3 		$3.57M Buy
50,463
+26,104
+107% +$1.79M 0.1% 208
2024
Q2 		$1.59M Buy
24,359
+2,316
+11% +$150K 0.06% 312
2024
Q1 		$1.46M Sell
22,043
-781
-3% -$48.5K 0.06% 329
2023
Q4 		$1.36M Sell
22,824
-267
-1% -$14.4K 0.06% 309
2023
Q3 		$1.19M Sell
23,091
-225
-1% -$12.2K 0.06% 312
2023
Q2 		$1.23M Sell
23,316
-786
-3% -$39.8K 0.06% 286
2023
Q1 		$1.21M Buy
24,102
+2,844
+13% +$155K 0.07% 268
2022
Q4 		$1.12M Sell
21,258
-2,769
-12% -$145K 0.07% 281
2022
Q3 		$1.13M Buy
24,027
+12,909
+116% +$677K 0.09% 254
2022
Q2 		$549K Sell
11,118
-183
-2% -$9.92K 0.05% 371
2022
Q1 		$679K Sell
11,301
-3,600
-24% -$227K 0.05% 331
2021
Q4 		$959K Sell
14,901
-171
-1% -$11.1K 0.07% 268
2021
Q3 		$945K Sell
15,072
-174
-1% -$10.9K 0.08% 259
2021
Q2 		$941K Buy
15,246
+165
+1% +$10.1K 0.06% 333
2021
Q1 		$861K Sell
15,081
-858
-5% -$46.4K 0.06% 302
2020
Q4 		$797K Buy
+15,939
New +$719K 0.07% 283
2020
Q3 		– Sell
-21,768
Closed -$866K – 676
2020
Q2 		$866K Buy
+21,768
New +$836K 0.12% 191
2018
Q2 		– Sell
-2,019
Closed -$86K – 902
2018
Q1 		$86K Buy
2,019
+519
+35% +$23.6K 0.02% 521
2017
Q4 		$67K Hold
1,500
– – 0.02% 605
2017
Q3 		$61K Sell
1,500
-16,245
-92% -$622K 0.03% 467
2017
Q2 		$23K Buy
17,745
+13,113
+283% +$477K 0.01% 737
2017
Q1 		$182K Buy
4,632
+3,897
+530% +$143K 0.12% 194
2016
Q4 		$26K Buy
+735
New +$24K 0.02% 553

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

IHT Wealth Management's IYG Position: Q2 2026 in Review

IHT Wealth Management reduced its iShares US Financial Services ETF (IYG) stake by 21% in Q2 2026, selling an estimated $787K and leaving 33,463 shares worth $3.03M. The position accounts for 0.06% of the portfolio, ranked #303.

IHT Wealth Management first reported a position in IYG in Q4 2016 and has held it in 30 quarters since. The position peaked at $4.35M in Q4 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • IHT Wealth Management held 33,463 shares of iShares US Financial Services ETF worth $3.03M as of Q2 2026.
  • IHT Wealth Management sold 8,972 iShares US Financial Services ETF shares in Q2 2026, an estimated $787K.
  • iShares US Financial Services ETF made up 0.06% of IHT Wealth Management's portfolio in Q2 2026, its #303 holding.
  • IHT Wealth Management first reported a position in iShares US Financial Services ETF in Q4 2016 and has held it in 30 quarters since.
  • IHT Wealth Management's iShares US Financial Services ETF position peaked at $4.35M in Q4 2025.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.