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

New Insight 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	$488K	Sell	5,395 -439	-8%	-$38.5K	0.14%	79
2026 Q1	$483K	Sell	5,834 -39	-0.7%	-$3.42K	0.17%	70
2025 Q4	$542K	Sell	5,873 -515	-8%	-$46K	0.19%	71
2025 Q3	$573K	Sell	6,388 -597	-9%	-$52.5K	0.22%	70
2025 Q2	$598K	Sell	6,985 -38	-0.5%	-$3.01K	0.25%	60
2025 Q1	$552K	Buy	7,023 +1,177	+20%	+$94.8K	0.25%	54
2024 Q4	$455K	Sell	5,846 -481	-8%	-$37.1K	0.23%	57
2024 Q3	$449K	Sell	6,327 -658	-9%	-$45.2K	0.24%	53
2024 Q2	$455K	Sell	6,985 -1,401	-17%	-$91K	0.27%	48
2024 Q1	$556K	Sell	8,386 -182	-2%	-$11.3K	0.35%	42
2023 Q4	$512K	Buy	+8,568	New	+$461K	0.34%	43

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

New Insight Wealth Advisors's IYG Position: Q2 2026 in Review

New Insight Wealth Advisors reduced its iShares US Financial Services ETF (IYG) stake by 7.5% in Q2 2026, selling an estimated $38.5K and leaving 5,395 shares worth $488K. The position accounts for 0.14% of the portfolio, ranked #79.

New Insight Wealth Advisors first reported a position in IYG in Q4 2023 and has held it in 11 quarters since. The position peaked at $598K in Q2 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

New Insight Wealth Advisors held 5,395 shares of iShares US Financial Services ETF worth $488K as of Q2 2026.
New Insight Wealth Advisors sold 439 iShares US Financial Services ETF shares in Q2 2026, an estimated $38.5K.
iShares US Financial Services ETF made up 0.14% of New Insight Wealth Advisors's portfolio in Q2 2026, its #79 holding.
New Insight Wealth Advisors first reported a position in iShares US Financial Services ETF in Q4 2023 and has held it in 11 quarters since.
New Insight Wealth Advisors's iShares US Financial Services ETF position peaked at $598K in Q2 2025.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.