Mine & Arao Wealth Creation & Management’s iShares US Financial Services ETF IYG Stock Holding History

Mine & Arao Wealth Creation & Management’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	$1.09M	Buy	12,073 +27	+0.2%	+$2.37K	0.4%	28
2026 Q1	$998K	Buy	12,046 +32	+0.3%	+$2.81K	0.42%	30
2025 Q4	$1.11M	Sell	12,014 -36	-0.3%	-$3.21K	0.43%	24
2025 Q3	$1.08M	Buy	12,050 +25	+0.2%	+$2.2K	0.44%	27
2025 Q2	$1.03M	Sell	12,025 -56	-0.5%	-$4.44K	0.46%	27
2025 Q1	$949K	Buy	12,081 +28	+0.2%	+$2.25K	0.46%	26
2024 Q4	$938K	Buy	12,053 +6	+0%	+$463	0.43%	27
2024 Q3	$856K	Sell	12,047 -122	-1%	-$8.38K	0.4%	29
2024 Q2	$794K	Buy	12,169 +146	+1%	+$9.48K	0.39%	28
2024 Q1	$797K	Sell	12,023 -820	-6%	-$50.9K	0.39%	28
2023 Q4	$767K	Buy	12,843 +102	+0.8%	+$5.49K	0.41%	27
2023 Q3	$657K	Sell	12,741 -117	-0.9%	-$6.33K	0.4%	29
2023 Q2	$677K	Buy	12,858 +42	+0.3%	+$2.13K	0.4%	29
2023 Q1	$645K	Buy	12,816 +60	+0.5%	+$3.27K	0.41%	31
2022 Q4	$670K	Buy	12,756 +120	+0.9%	+$6.29K	0.5%	28
2022 Q3	$595K	Hold	12,636	–	–	0.44%	29
2022 Q2	$624K	Buy	12,636 +51	+0.4%	+$2.77K	0.44%	29
2022 Q1	$757K	Buy	12,585 +249	+2%	+$15.7K	0.44%	29
2021 Q4	$794K	Buy	12,336 +378	+3%	+$24.6K	0.44%	29
2021 Q3	$750K	Sell	11,958 -318	-3%	-$20K	0.45%	31
2021 Q2	$758K	Buy	12,276 +45	+0.4%	+$2.75K	0.46%	32
2021 Q1	$698K	Buy	12,231 +3	+0%	+$162	0.47%	32
2020 Q4	$612K	Buy	12,228 +105	+0.9%	+$4.74K	0.44%	33
2020 Q3	$493K	Buy	12,123 +45	+0.4%	+$1.86K	0.41%	34
2020 Q2	$481K	Sell	12,078 -204	-2%	-$7.84K	0.45%	33
2020 Q1	$420K	Buy	12,282 +225	+2%	+$10.3K	0.49%	32
2019 Q4	$610K	Buy	+12,057	New	+$579K	0.57%	27

Other funds holding IYG

RIG

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

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's IYG Position: Q2 2026 in Review

Mine & Arao Wealth Creation & Management increased its iShares US Financial Services ETF (IYG) stake by 0.22% in Q2 2026, buying an estimated $2.37K and bringing the position to 12,073 shares worth $1.09M. The position accounts for 0.4% of the portfolio, ranked #28.

Mine & Arao Wealth Creation & Management first reported a position in IYG in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.11M in Q4 2025. 99 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Mine & Arao Wealth Creation & Management held 12,073 shares of iShares US Financial Services ETF worth $1.09M as of Q2 2026.
Mine & Arao Wealth Creation & Management bought 27 iShares US Financial Services ETF shares in Q2 2026, an estimated $2.37K.
iShares US Financial Services ETF made up 0.4% of Mine & Arao Wealth Creation & Management's portfolio in Q2 2026, its #28 holding.
Mine & Arao Wealth Creation & Management first reported a position in iShares US Financial Services ETF in Q4 2019 and has held it in 27 quarters since.
Mine & Arao Wealth Creation & Management's iShares US Financial Services ETF position peaked at $1.11M in Q4 2025.
99 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2026, filed 23 Jul 2026.