JPL Wealth Management’s iShares US Financial Services ETF IYG Stock Holding History

JPL Wealth 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	$35.4K	Buy	+391	New	+$34.3K	0.01%	323

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

JPL Wealth Management's IYG Position: Q2 2026 in Review

JPL Wealth Management opened a new position in iShares US Financial Services ETF (IYG) in Q2 2026: 391 shares worth $35.4K. The stake represents 0.01% of the portfolio and ranks #323 among its holdings.

262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

JPL Wealth Management held 391 shares of iShares US Financial Services ETF worth $35.4K as of Q2 2026.
iShares US Financial Services ETF was a new JPL Wealth Management position in Q2 2026.
iShares US Financial Services ETF made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #323 holding.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.