Kesler Norman & Wride’s iShares US Financial Services ETF IYG Stock Holding History

Kesler Norman & Wride’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	-5,490	Closed	-$427K	–	249
2025 Q3	$427K	Buy	5,490 +150	+3%	+$13.2K	0.08%	182
2025 Q2	$457K	Buy	5,340 +34	+0.6%	+$2.7K	0.08%	186
2025 Q1	$417K	Sell	5,306 -184	-3%	-$14.8K	0.08%	182
2024 Q4	$427K	Buy	5,490 +74	+1%	+$5.71K	0.09%	177
2024 Q3	$385K	Buy	+5,416	New	+$372K	0.08%	194
2023 Q3	–	Sell	-5,235	Closed	-$276K	–	165
2023 Q2	$276K	Buy	5,235 +12	+0.2%	+$608	0.07%	142
2023 Q1	$263K	Sell	5,223 -5,514	-51%	-$301K	0.07%	142
2022 Q4	$564K	Sell	10,737 -59,997	-85%	-$3.14M	0.15%	124
2022 Q3	$3.33M	Buy	70,734 +7,554	+12%	+$396K	0.93%	40
2022 Q2	$3.12M	Sell	63,180 -46,749	-43%	-$2.54M	0.87%	50
2022 Q1	$6.61M	Sell	109,929 -8,676	-7%	-$547K	1.47%	24
2021 Q4	$7.63M	Buy	118,605 +5,721	+5%	+$373K	1.62%	19
2021 Q3	$7.08M	Buy	112,884 +35,349	+46%	+$2.22M	1.67%	14
2021 Q2	$4.82M	Buy	+77,535	New	+$4.74M	1.11%	31

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kesler Norman & Wride's IYG Position: Q4 2025 in Review

Kesler Norman & Wride sold out of iShares US Financial Services ETF (IYG) in Q4 2025, closing a stake of 5,490 shares — an estimated $427K sold.

Kesler Norman & Wride first reported a position in IYG in Q2 2021 and held it in 14 quarters. The position peaked at $7.63M in Q4 2021. 261 funds tracked by Wall St. Rank hold IYG as of Q4 2025.

Kesler Norman & Wride reported no remaining iShares US Financial Services ETF position as of Q4 2025 after selling out during the quarter.
Kesler Norman & Wride sold 5,490 iShares US Financial Services ETF shares in Q4 2025, an estimated $427K.
Kesler Norman & Wride first reported a position in iShares US Financial Services ETF in Q2 2021 and held it in 14 quarters.
Kesler Norman & Wride's iShares US Financial Services ETF position peaked at $7.63M in Q4 2021.
261 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2025.

Based on Kesler Norman & Wride's 13F filing for Q4 2025, filed 10 Feb 2026.