Johnson Financial Group Inc (Wisconsin)’s iShares US Financial Services ETF IYG Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$24.7K	Hold	273	–	–	﹤0.01%	544
2026 Q1	$22.6K	Hold	273	–	–	﹤0.01%	549
2025 Q4	$25.2K	Hold	273	–	–	﹤0.01%	567
2025 Q3	$24.5K	Hold	273	–	–	﹤0.01%	697
2025 Q2	$23.4K	Hold	273	–	–	﹤0.01%	534
2025 Q1	$21.4K	Hold	273	–	–	﹤0.01%	709
2024 Q4	$22.9K	Hold	273	–	–	﹤0.01%	578
2024 Q3	$19.4K	Buy	273 +63	+30%	+$4.33K	﹤0.01%	604
2024 Q2	$13.7K	Buy	+210	New	+$13.6K	﹤0.01%	550

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

Johnson Financial Group Inc (Wisconsin)'s IYG Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 273 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Johnson Financial Group Inc (Wisconsin) first reported a position in IYG in Q2 2024 and has held it in 9 quarters since. The position peaked at $25.2K in Q4 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 273 shares of iShares US Financial Services ETF worth $24.7K as of Q2 2026.
Johnson Financial Group Inc (Wisconsin) left its iShares US Financial Services ETF share count unchanged in Q2 2026.
iShares US Financial Services ETF made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #544 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in iShares US Financial Services ETF in Q2 2024 and has held it in 9 quarters since.
Johnson Financial Group Inc (Wisconsin)'s iShares US Financial Services ETF position peaked at $25.2K in Q4 2025.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.