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 Q2	$14.9K	Hold	165	–	–	﹤0.01%	677
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 $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

Medallion Wealth Advisors's IYG Position: Q2 2026 in Review

Medallion Wealth Advisors held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 165 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

Medallion Wealth Advisors first reported a position in IYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.2K in Q4 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Medallion Wealth Advisors held 165 shares of iShares US Financial Services ETF worth $14.9K as of Q2 2026.
Medallion Wealth Advisors left its iShares US Financial Services ETF share count unchanged in Q2 2026.
iShares US Financial Services ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #677 holding.
Medallion Wealth Advisors first reported a position in iShares US Financial Services ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's iShares US Financial Services ETF position peaked at $15.2K in Q4 2025.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.