Interchange Capital Partners
IYG icon

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
Q3 		$205K Buy
2,284
+62
+3% +$5.91K 0.03% 429
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% -$9.6K 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

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Exchange Traded Concepts
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Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Arkansas Financial Group
Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
Centerline Wealth Advisors
Centerline Wealth Advisors Louisville, Kentucky $321M AUM 13.56% 1-Year Est. Return
Forte Asset Management
Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Interchange Capital Partners's IYG Position: Q3 2026 in Review

Interchange Capital Partners increased its iShares US Financial Services ETF (IYG) stake by 2.8% in Q3 2026, buying an estimated $5.91K and bringing the position to 2,284 shares worth $205K. The position accounts for 0.03% of the portfolio, ranked #429.

Interchange Capital Partners first reported a position in IYG in Q3 2022 and has held it in 17 quarters since. The position peaked at $362K in Q1 2023. 89 funds tracked by Wall St. Rank hold IYG as of Q3 2026.

  • Interchange Capital Partners held 2,284 shares of iShares US Financial Services ETF worth $205K as of Q3 2026.
  • Interchange Capital Partners bought 62 iShares US Financial Services ETF shares in Q3 2026, an estimated $5.91K.
  • iShares US Financial Services ETF made up 0.03% of Interchange Capital Partners's portfolio in Q3 2026, its #429 holding.
  • Interchange Capital Partners first reported a position in iShares US Financial Services ETF in Q3 2022 and has held it in 17 quarters since.
  • Interchange Capital Partners's iShares US Financial Services ETF position peaked at $362K in Q1 2023.
  • 89 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2026.

Based on Interchange Capital Partners's 13F filing for Q3 2026, filed 28 Oct 2026.