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

Mather 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 Q3	$48.8K	Hold	543	–	–	﹤0.01%	1170
2026 Q2	$49.1K	Hold	543	–	–	﹤0.01%	1106
2026 Q1	$45K	Buy	+543	New	+$47.7K	﹤0.01%	1084
2025 Q4	–	Sell	-543	Closed	-$48.7K	–	1156
2025 Q3	$48.7K	Buy	+543	New	+$47.7K	﹤0.01%	909
2025 Q2	–	Sell	-543	Closed	-$42.7K	–	1177
2025 Q1	$42.7K	Hold	543	–	–	﹤0.01%	923
2024 Q4	$42.3K	Hold	543	–	–	﹤0.01%	908
2024 Q3	$38.6K	Sell	543 -63	-10%	-$4.33K	﹤0.01%	927
2024 Q2	$40.2K	Buy	606 +404	+200%	+$26.2K	﹤0.01%	1057
2024 Q1	$36.2K	Buy	+202	New	+$12.5K	﹤0.01%	934

Other funds holding IYG

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

CWA

Centerline Wealth Advisors Louisville, Kentucky $321M AUM 13.56% 1-Year Est. Return

FAM

Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

O3W

Omni 360 Wealth Plainsboro, New Jersey $221M AUM 11.86% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Mather Group's IYG Position: Q3 2026 in Review

Mather Group held its iShares US Financial Services ETF (IYG) position steady in Q3 2026 at 543 shares worth $48.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1170.

Mather Group first reported a position in IYG in Q1 2024 and has held it in 9 quarters since. The position peaked at $49.1K in Q2 2026. 37 funds tracked by Wall St. Rank hold IYG as of Q3 2026.

Mather Group held 543 shares of iShares US Financial Services ETF worth $48.8K as of Q3 2026.
Mather Group left its iShares US Financial Services ETF share count unchanged in Q3 2026.
iShares US Financial Services ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1170 holding.
Mather Group first reported a position in iShares US Financial Services ETF in Q1 2024 and has held it in 9 quarters since.
Mather Group's iShares US Financial Services ETF position peaked at $49.1K in Q2 2026.
37 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.