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

Key Financial Inc’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	$1.63K	Hold	18	–	–	﹤0.01%	1171
2026 Q1	$1.49K	Hold	18	–	–	﹤0.01%	1205
2025 Q4	$1.66K	Hold	18	–	–	﹤0.01%	1198
2025 Q3	$1.6K	Hold	18	–	–	﹤0.01%	1219
2025 Q2	$1.54K	Hold	18	–	–	﹤0.01%	1216
2025 Q1	$1.41K	Hold	18	–	–	﹤0.01%	1186
2024 Q4	$1.4K	Hold	18	–	–	﹤0.01%	1189
2024 Q3	$1.28K	Hold	18	–	–	﹤0.01%	1161
2024 Q2	$1.17K	Hold	18	–	–	﹤0.01%	1168
2024 Q1	$1.19K	Hold	18	–	–	﹤0.01%	1161
2023 Q4	$1.07K	Hold	18	–	–	﹤0.01%	1175
2023 Q3	$928	Hold	18	–	–	﹤0.01%	1204
2023 Q2	$948	Hold	18	–	–	﹤0.01%	1248
2023 Q1	$906	Hold	18	–	–	﹤0.01%	1048
2022 Q4	$847	Hold	18	–	–	﹤0.01%	1052
2022 Q3	$1K	Hold	18	–	–	﹤0.01%	1047
2022 Q2	$1K	Buy	+18	New	+$976	﹤0.01%	1031

Other funds holding IYG

RIG

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

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Key Financial Inc's IYG Position: Q2 2026 in Review

Key Financial Inc held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 18 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1171.

Key Financial Inc first reported a position in IYG in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.66K in Q4 2025. 104 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Key Financial Inc held 18 shares of iShares US Financial Services ETF worth $1.63K as of Q2 2026.
Key Financial Inc left its iShares US Financial Services ETF share count unchanged in Q2 2026.
iShares US Financial Services ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1171 holding.
Key Financial Inc first reported a position in iShares US Financial Services ETF in Q2 2022 and has held it in 17 quarters since.
Key Financial Inc's iShares US Financial Services ETF position peaked at $1.66K in Q4 2025.
104 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.