International Assets Investment Management’s iShares US Financial Services ETF IYG Stock Holding History

International Assets Investment 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	$286K	Buy	3,103 +203	+7%	+$17.8K	0.02%	707
2026 Q1	$240K	Sell	2,900 -28	-1%	-$2.46K	0.02%	725
2025 Q4	$270K	Hold	2,928	–	–	0.02%	679
2025 Q3	$252K	Hold	2,928	–	–	0.02%	668
2025 Q2	$251K	Buy	2,928 +11	+0.4%	+$873	0.02%	673
2025 Q1	$229K	Sell	2,917 -390	-12%	-$31.4K	0.02%	659
2024 Q4	$257K	Sell	3,307 -257,527	-99%	-$19.9M	0.02%	637
2024 Q3	$3.67K	Buy	260,834 +257,527	+7,787%	+$17.7M	0.01%	667
2024 Q2	$216K	Buy	+3,307	New	+$215K	0.02%	678
2021 Q2	–	Sell	-1,008	Closed	-$50K	–	1184
2021 Q1	$50K	Hold	1,008	–	–	﹤0.01%	961
2020 Q4	$50K	Buy	+1,008	New	+$45.5K	0.01%	843

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

CWM

Circle Wealth Management Summit, New Jersey $7.96B AUM 30.85% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

International Assets Investment Management's IYG Position: Q2 2026 in Review

International Assets Investment Management increased its iShares US Financial Services ETF (IYG) stake by 7% in Q2 2026, buying an estimated $17.8K and bringing the position to 3,103 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #707.

International Assets Investment Management first reported a position in IYG in Q4 2020 and has held it in 11 quarters since. 197 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

International Assets Investment Management held 3,103 shares of iShares US Financial Services ETF worth $286K as of Q2 2026.
International Assets Investment Management bought 203 iShares US Financial Services ETF shares in Q2 2026, an estimated $17.8K.
iShares US Financial Services ETF made up 0.02% of International Assets Investment Management's portfolio in Q2 2026, its #707 holding.
International Assets Investment Management first reported a position in iShares US Financial Services ETF in Q4 2020 and has held it in 11 quarters since.
197 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.