Litman Gregory Wealth Management’s iShares US Financial Services ETF IYG Stock Holding History

Litman Gregory Wealth 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
2025 Q4	$1.33M	Hold	14,385	–	–	0.1%	75
2025 Q3	$1.29M	Hold	14,385	–	–	0.1%	71
2025 Q2	$1.23M	Hold	14,385	–	–	0.1%	69
2025 Q1	$1.13M	Hold	14,385	–	–	0.1%	73
2024 Q4	$1.12M	Hold	14,385	–	–	0.1%	68
2024 Q3	$1.02M	Hold	14,385	–	–	0.09%	72
2024 Q2	$938K	Hold	14,385	–	–	0.08%	73
2024 Q1	$954K	Hold	14,385	–	–	0.09%	74
2023 Q4	$859K	Hold	14,385	–	–	0.08%	73
2023 Q3	$741K	Hold	14,385	–	–	0.08%	76
2023 Q2	$758K	Buy	+14,385	New	+$729K	0.09%	50
2023 Q1	–	Sell	-14,385	Closed	-$755K	–	72
2022 Q4	$755K	Hold	14,385	–	–	0.11%	49
2022 Q3	$677K	Hold	14,385	–	–	0.11%	45
2022 Q2	$711K	Buy	+14,385	New	+$780K	0.1%	55
2022 Q1	–	Sell	-14,385	Closed	-$926K	–	72
2021 Q4	$926K	Hold	14,385	–	–	0.16%	46
2021 Q3	$902K	Buy	14,385 +11,721	+440%	+$736K	0.17%	44
2021 Q2	$888K	Sell	2,664 -11,721	-81%	-$716K	0.17%	46
2021 Q1	$821K	Hold	14,385	–	–	0.16%	43
2020 Q4	$719K	Hold	14,385	–	–	0.13%	44
2020 Q3	$585K	Hold	14,385	–	–	0.12%	44
2020 Q2	$573K	Hold	14,385	–	–	0.13%	46
2020 Q1	$492K	Buy	+14,385	New	+$657K	0.12%	41

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

DWM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Litman Gregory Wealth Management's IYG Position: Q4 2025 in Review

Litman Gregory Wealth Management held its iShares US Financial Services ETF (IYG) position steady in Q4 2025 at 14,385 shares worth $1.33M. The position accounts for 0.1% of the portfolio, ranked #75.

Litman Gregory Wealth Management first reported a position in IYG in Q1 2020 and has held it in 22 quarters since. 261 funds tracked by Wall St. Rank hold IYG as of Q4 2025.

Litman Gregory Wealth Management held 14,385 shares of iShares US Financial Services ETF worth $1.33M as of Q4 2025.
Litman Gregory Wealth Management left its iShares US Financial Services ETF share count unchanged in Q4 2025.
iShares US Financial Services ETF made up 0.1% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #75 holding.
Litman Gregory Wealth Management first reported a position in iShares US Financial Services ETF in Q1 2020 and has held it in 22 quarters since.
261 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.