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Interchange Capital Partners’s iShares US Financial Services ETF IYG Stock Holding History

Interchange Capital Partners’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 		$201K Sell
2,222
-1,200
-35% -$105K 0.04% 419
2026
Q1 		$269K Buy
3,422
+458
+15% +$40.2K 0.08% 212
2025
Q4 		$274K Sell
2,964
-204
-6% -$18.2K 0.05% 323
2025
Q3 		$284K Sell
3,168
-125
-4% -$11K 0.06% 272
2025
Q2 		$282K Sell
3,293
-129
-4% -$10.2K 0.07% 230
2025
Q1 		$269K Sell
3,422
-61
-2% -$4.91K 0.08% 215
2024
Q4 		$271K Sell
3,483
-657
-16% -$50.7K 0.1% 199
2024
Q3 		$294K Sell
4,140
-139
-3% -$9.55K 0.1% 200
2024
Q2 		$279K Sell
4,279
-1,220
-22% -$79.2K 0.1% 201
2024
Q1 		$361K Sell
5,499
-522
-9% -$32.4K 0.24% 97
2023
Q4 		$360K Sell
6,021
-588
-9% -$31.7K 0.27% 91
2023
Q3 		$341K Sell
6,609
-489
-7% -$26.4K 0.27% 88
2023
Q2 		$357K Sell
7,098
-99
-1% -$5.02K 0.27% 89
2023
Q1 		$362K Buy
7,197
+348
+5% +$19K 0.2% 125
2022
Q4 		$360K Buy
6,849
+2,541
+59% +$133K 0.37% 65
2022
Q3 		$202K Buy
+4,308
New +$226K 0.22% 140

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

Interchange Capital Partners's IYG Position: Q2 2026 in Review

Interchange Capital Partners reduced its iShares US Financial Services ETF (IYG) stake by 35% in Q2 2026, selling an estimated $105K and leaving 2,222 shares worth $201K. The position accounts for 0.04% of the portfolio, ranked #419.

Interchange Capital Partners first reported a position in IYG in Q3 2022 and has held it in 16 quarters since. The position peaked at $362K in Q1 2023. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Interchange Capital Partners held 2,222 shares of iShares US Financial Services ETF worth $201K as of Q2 2026.
  • Interchange Capital Partners sold 1,200 iShares US Financial Services ETF shares in Q2 2026, an estimated $105K.
  • iShares US Financial Services ETF made up 0.04% of Interchange Capital Partners's portfolio in Q2 2026, its #419 holding.
  • Interchange Capital Partners first reported a position in iShares US Financial Services ETF in Q3 2022 and has held it in 16 quarters since.
  • Interchange Capital Partners's iShares US Financial Services ETF position peaked at $362K in Q1 2023.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.