Keener Financial Planning’s iShares US Financial Services ETF IYG Stock Holding History

Keener Financial Planning’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
2025 Q4	–	Sell	-900	Closed	-$80K	–	123
2025 Q3	$80K	Hold	900	–	–	0.04%	82
2025 Q2	$77K	Buy	+900	New	+$71.4K	0.04%	86
2025 Q1	–	Sell	-900	Closed	-$70K	–	185
2024 Q4	$70K	Hold	900	–	–	0.04%	80
2024 Q3	$63K	Hold	900	–	–	0.04%	76
2024 Q2	$58K	Hold	900	–	–	0.04%	85
2024 Q1	$60K	Hold	900	–	–	0.04%	87
2023 Q4	$54K	Buy	+900	New	+$48.5K	0.04%	90

Other funds holding IYG

RIG

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

SWP

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

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

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

Keener Financial Planning's IYG Position: Q4 2025 in Review

Keener Financial Planning sold out of iShares US Financial Services ETF (IYG) in Q4 2025, closing a stake of 900 shares — an estimated $80K sold.

Keener Financial Planning first reported a position in IYG in Q4 2023 and held it in 7 quarters. The position peaked at $80K in Q3 2025. 261 funds tracked by Wall St. Rank hold IYG as of Q4 2025.

Keener Financial Planning reported no remaining iShares US Financial Services ETF position as of Q4 2025 after selling out during the quarter.
Keener Financial Planning sold 900 iShares US Financial Services ETF shares in Q4 2025, an estimated $80K.
Keener Financial Planning first reported a position in iShares US Financial Services ETF in Q4 2023 and held it in 7 quarters.
Keener Financial Planning's iShares US Financial Services ETF position peaked at $80K in Q3 2025.
261 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.