Migdal Insurance & Financial Holdings’s iShares US Financial Services ETF IYG Stock Holding History

Migdal Insurance & Financial Holdings’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	$828	Buy	+10	New	+$878	﹤0.01%	359

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 $424B AUM 22.94% 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 $6.51B AUM 23.96% 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

Migdal Insurance & Financial Holdings's IYG Position: Q1 2026 in Review

Migdal Insurance & Financial Holdings opened a new position in iShares US Financial Services ETF (IYG) in Q1 2026: 10 shares worth $828. The stake represents ﹤0.01% of the portfolio and ranks #359 among its holdings.

264 funds tracked by Wall St. Rank hold IYG as of Q1 2026.

Migdal Insurance & Financial Holdings held 10 shares of iShares US Financial Services ETF worth $828 as of Q1 2026.
iShares US Financial Services ETF was a new Migdal Insurance & Financial Holdings position in Q1 2026.
iShares US Financial Services ETF made up ﹤0.01% of Migdal Insurance & Financial Holdings's portfolio in Q1 2026, its #359 holding.
264 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2026, filed 14 May 2026.