Investmark Advisory Group’s iShares US Financial Services ETF IYG Stock Holding History

Investmark Advisory 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	$564K	Buy	6,235 +15	+0.2%	+$1.32K	0.21%	78
2026 Q1	$515K	Buy	6,220 +21	+0.3%	+$1.84K	0.22%	77
2025 Q4	$572K	Buy	6,199 +17	+0.3%	+$1.52K	0.24%	71
2025 Q3	$554K	Buy	6,182 +16	+0.3%	+$1.41K	0.24%	71
2025 Q2	$528K	Buy	6,166 +17	+0.3%	+$1.35K	0.25%	69
2025 Q1	$483K	Buy	6,149 +16	+0.3%	+$1.29K	0.24%	67
2024 Q4	$477K	Buy	6,133 +20	+0.3%	+$1.54K	0.23%	71
2024 Q3	$434K	Buy	6,113 +21	+0.3%	+$1.44K	0.21%	77
2024 Q2	$397K	Buy	6,092 +20	+0.3%	+$1.3K	0.21%	77
2024 Q1	$403K	Buy	6,072 +21	+0.3%	+$1.3K	0.22%	78
2023 Q4	$362K	Buy	6,051 +57	+1%	+$3.07K	0.21%	82
2023 Q3	$309K	Hold	5,994	–	–	0.21%	81
2023 Q2	$316K	Buy	5,994 +27	+0.5%	+$1.37K	0.21%	80
2023 Q1	$300K	Buy	5,967 +33	+0.6%	+$1.8K	0.22%	77
2022 Q4	$312K	Buy	5,934 +36	+0.6%	+$1.89K	0.23%	80
2022 Q3	$277K	Buy	5,898 +36	+0.6%	+$1.89K	0.25%	70
2022 Q2	$289K	Buy	5,862 +30	+0.5%	+$1.63K	0.29%	57
2022 Q1	$350K	Buy	5,832 +24	+0.4%	+$1.51K	0.36%	54
2021 Q4	$373K	Buy	+5,808	New	+$379K	0.35%	51

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 New York $1.15T AUM 47.82% 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

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Investmark Advisory Group's IYG Position: Q2 2026 in Review

Investmark Advisory Group increased its iShares US Financial Services ETF (IYG) stake by 0.24% in Q2 2026, buying an estimated $1.32K and bringing the position to 6,235 shares worth $564K. The position accounts for 0.21% of the portfolio, ranked #78.

Investmark Advisory Group first reported a position in IYG in Q4 2021 and has held it in 19 quarters since. The position peaked at $572K in Q4 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Investmark Advisory Group held 6,235 shares of iShares US Financial Services ETF worth $564K as of Q2 2026.
Investmark Advisory Group bought 15 iShares US Financial Services ETF shares in Q2 2026, an estimated $1.32K.
iShares US Financial Services ETF made up 0.21% of Investmark Advisory Group's portfolio in Q2 2026, its #78 holding.
Investmark Advisory Group first reported a position in iShares US Financial Services ETF in Q4 2021 and has held it in 19 quarters since.
Investmark Advisory Group's iShares US Financial Services ETF position peaked at $572K in Q4 2025.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.