Lakeshore Capital Group’s iShares US Financial Services ETF IYG Stock Holding History

Lakeshore Capital Group’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	$623K	Sell	6,891 -14	-0.2%	-$1.23K	0.46%	56
2026 Q1	$572K	Sell	6,905 -71	-1%	-$6.23K	0.47%	58
2025 Q4	$643K	Sell	6,976 -67	-1%	-$5.98K	0.51%	57
2025 Q3	$631K	Buy	7,043 +46	+0.7%	+$4.04K	0.51%	60
2025 Q2	$599K	Sell	6,997 -1,222	-15%	-$96.9K	0.53%	58
2025 Q1	$646K	Buy	+8,219	New	+$662K	0.62%	50

Other funds holding IYG

DWM

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

RIG

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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 $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lakeshore Capital Group's IYG Position: Q2 2026 in Review

Lakeshore Capital Group reduced its iShares US Financial Services ETF (IYG) stake by 0.2% in Q2 2026, selling an estimated $1.23K and leaving 6,891 shares worth $623K. The position accounts for 0.46% of the portfolio, ranked #56.

Lakeshore Capital Group first reported a position in IYG in Q1 2025 and has held it in 6 quarters since. The position peaked at $646K in Q1 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Lakeshore Capital Group held 6,891 shares of iShares US Financial Services ETF worth $623K as of Q2 2026.
Lakeshore Capital Group sold 14 iShares US Financial Services ETF shares in Q2 2026, an estimated $1.23K.
iShares US Financial Services ETF made up 0.46% of Lakeshore Capital Group's portfolio in Q2 2026, its #56 holding.
Lakeshore Capital Group first reported a position in iShares US Financial Services ETF in Q1 2025 and has held it in 6 quarters since.
Lakeshore Capital Group's iShares US Financial Services ETF position peaked at $646K in Q1 2025.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Lakeshore Capital Group's 13F filing for Q2 2026, filed 31 Jul 2026.