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

Larson Financial 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 		$452 Buy
+5
New +$439 ﹤0.01% 3509
2021
Q4 		– Sell
-87
Closed -$5K – 1127
2021
Q3 		$5K Buy
+87
New +$5.46K ﹤0.01% 684

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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Larson Financial Group's IYG Position: Q2 2026 in Review

Larson Financial Group opened a new position in iShares US Financial Services ETF (IYG) in Q2 2026: 5 shares worth $452. The stake represents ﹤0.01% of the portfolio and ranks #3509 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in IYG as recently as Q3 2021.

Larson Financial Group first reported a position in IYG in Q3 2021 and has held it in 2 quarters since. The position peaked at $5K in Q3 2021. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Larson Financial Group held 5 shares of iShares US Financial Services ETF worth $452 as of Q2 2026.
  • iShares US Financial Services ETF was a new Larson Financial Group position in Q2 2026.
  • iShares US Financial Services ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3509 holding.
  • Larson Financial Group first reported a position in iShares US Financial Services ETF in Q3 2021 and has held it in 2 quarters since.
  • Larson Financial Group's iShares US Financial Services ETF position peaked at $5K in Q3 2021.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.