Key Capital Management’s iShares US Financial Services ETF IYG Stock Holding History

Key Capital 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 Q1	–	Sell	-10	Closed	-$923	–	727
2025 Q4	$923	Buy	+10	New	+$893	﹤0.01%	442

Other funds holding IYG

DWM

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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 $1.37T AUM 24.88% 1-Year Est. Return

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

Key Capital Management's IYG Position: Q1 2026 in Review

Key Capital Management sold out of iShares US Financial Services ETF (IYG) in Q1 2026, closing a stake of 10 shares — an estimated $923 sold.

Key Capital Management first reported a position in IYG in Q4 2025 and held it in 1 quarter. The position peaked at $923 in Q4 2025. 264 funds tracked by Wall St. Rank hold IYG as of Q1 2026.

Key Capital Management reported no remaining iShares US Financial Services ETF position as of Q1 2026 after selling out during the quarter.
Key Capital Management sold 10 iShares US Financial Services ETF shares in Q1 2026, an estimated $923.
Key Capital Management first reported a position in iShares US Financial Services ETF in Q4 2025 and held it in 1 quarter.
Key Capital Management's iShares US Financial Services ETF position peaked at $923 in Q4 2025.
264 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2026.

Based on Key Capital Management's 13F filing for Q1 2026, filed 7 May 2026.