Keating Financial Advisory Services
IYG icon

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

Keating Financial Advisory Services’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 		$89.5K Buy
995
+650
+188% +$62K 0.01% 499
2026
Q2 		$31.2K Buy
345
+171
+98% +$15K ﹤0.01% 819
2026
Q1 		$14.4K Buy
174
+25
+17% +$2.19K ﹤0.01% 1015
2025
Q4 		$13.7K Buy
+149
New +$13.3K ﹤0.01% 992

Other funds holding IYG

Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Circle Wealth Management
Circle Wealth Management Summit, New Jersey $8.25B AUM 23.72% 1-Year Est. Return

Keating Financial Advisory Services's IYG Position: Q3 2026 in Review

Keating Financial Advisory Services increased its iShares US Financial Services ETF (IYG) stake by 188% in Q3 2026, buying an estimated $62K and bringing the position to 995 shares worth $89.5K. The position accounts for 0.01% of the portfolio, ranked #499.

Keating Financial Advisory Services first reported a position in IYG in Q4 2025 and has held it in 4 quarters since. 241 funds tracked by Wall St. Rank hold IYG as of Q3 2026.

  • Keating Financial Advisory Services held 995 shares of iShares US Financial Services ETF worth $89.5K as of Q3 2026.
  • Keating Financial Advisory Services bought 650 iShares US Financial Services ETF shares in Q3 2026, an estimated $62K.
  • iShares US Financial Services ETF made up 0.01% of Keating Financial Advisory Services's portfolio in Q3 2026, its #499 holding.
  • Keating Financial Advisory Services first reported a position in iShares US Financial Services ETF in Q4 2025 and has held it in 4 quarters since.
  • 241 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2026.

Based on Keating Financial Advisory Services's 13F filing for Q3 2026, filed 12 Nov 2026.