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 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

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

Mather Group's IYG Position: Q2 2026 in Review

Mather Group held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 543 shares worth $49.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

Mather Group first reported a position in IYG in Q1 2024 and has held it in 8 quarters since. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Mather Group held 543 shares of iShares US Financial Services ETF worth $49.1K as of Q2 2026.
Mather Group left its iShares US Financial Services ETF share count unchanged in Q2 2026.
iShares US Financial Services ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1106 holding.
Mather Group first reported a position in iShares US Financial Services ETF in Q1 2024 and has held it in 8 quarters since.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.