Medallion Wealth Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Medallion Wealth Advisors’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 Q1	$13.7K	Hold	165	–	–	﹤0.01%	719
2025 Q4	$15.2K	Hold	165	–	–	0.01%	688
2025 Q3	$14.8K	Hold	165	–	–	0.01%	688
2025 Q2	$14.2K	Hold	165	–	–	0.01%	690
2025 Q1	$12.9K	Hold	165	–	–	0.01%	650
2024 Q4	$12.8K	Buy	+165	New	+$12.7K	0.01%	629

Other funds holding IYG

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

RIG

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Medallion Wealth Advisors's IYG Position: Q1 2026 in Review

Medallion Wealth Advisors held its iShares US Financial Services ETF (IYG) position steady in Q1 2026 at 165 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Medallion Wealth Advisors first reported a position in IYG in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.2K in Q4 2025. 264 funds tracked by Wall St. Rank hold IYG as of Q1 2026.

Medallion Wealth Advisors held 165 shares of iShares US Financial Services ETF worth $13.7K as of Q1 2026.
Medallion Wealth Advisors left its iShares US Financial Services ETF share count unchanged in Q1 2026.
iShares US Financial Services ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #719 holding.
Medallion Wealth Advisors first reported a position in iShares US Financial Services ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's iShares US Financial Services ETF position peaked at $15.2K in Q4 2025.
264 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.