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IYG icon

Monetary Solutions’s iShares US Financial Services ETF IYG Stock Holding History

Monetary Solutions’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 		$14.7K Hold
162
– – 0.01% 189
2026
Q1 		$13.4K Hold
162
– – 0.01% 183
2025
Q4 		$14.9K Buy
+162
New +$14.5K 0.01% 177

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Monetary Solutions's IYG Position: Q2 2026 in Review

Monetary Solutions held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 162 shares worth $14.7K. The position accounts for 0.01% of the portfolio, ranked #189.

Monetary Solutions first reported a position in IYG in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.9K in Q4 2025. 217 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Monetary Solutions held 162 shares of iShares US Financial Services ETF worth $14.7K as of Q2 2026.
  • Monetary Solutions left its iShares US Financial Services ETF share count unchanged in Q2 2026.
  • iShares US Financial Services ETF made up 0.01% of Monetary Solutions's portfolio in Q2 2026, its #189 holding.
  • Monetary Solutions first reported a position in iShares US Financial Services ETF in Q4 2025 and has held it in 3 quarters since.
  • Monetary Solutions's iShares US Financial Services ETF position peaked at $14.9K in Q4 2025.
  • 217 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.