New Millennium Group’s iShares US Financial Services ETF IYG Stock Holding History

New Millennium Group’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
2025 Q4	$5.54K	Hold	60	–	–	﹤0.01%	243
2025 Q3	$5.38K	Hold	60	–	–	﹤0.01%	259
2025 Q2	$5.14K	Hold	60	–	–	﹤0.01%	253
2025 Q1	$4.71K	Hold	60	–	–	﹤0.01%	275
2024 Q4	$4.67K	Hold	60	–	–	﹤0.01%	308
2024 Q3	$4.26K	Hold	60	–	–	﹤0.01%	238
2024 Q2	$3.91K	Buy	+60	New	+$3.9K	﹤0.01%	250
2024 Q1	–	Sell	-60	Closed	-$3.58K	–	238
2023 Q4	$3.58K	Hold	60	–	–	﹤0.01%	266
2023 Q3	$3.09K	Hold	60	–	–	﹤0.01%	242
2023 Q2	$3.16K	Hold	60	–	–	﹤0.01%	249
2023 Q1	$3.02K	Hold	60	–	–	﹤0.01%	270
2022 Q4	$3.15K	Buy	+60	New	+$3.14K	﹤0.01%	270

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

New Millennium Group's IYG Position: Q4 2025 in Review

New Millennium Group held its iShares US Financial Services ETF (IYG) position steady in Q4 2025 at 60 shares worth $5.54K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

New Millennium Group first reported a position in IYG in Q4 2022 and has held it in 12 quarters since. 261 funds tracked by Wall St. Rank hold IYG as of Q4 2025.

New Millennium Group held 60 shares of iShares US Financial Services ETF worth $5.54K as of Q4 2025.
New Millennium Group left its iShares US Financial Services ETF share count unchanged in Q4 2025.
iShares US Financial Services ETF made up ﹤0.01% of New Millennium Group's portfolio in Q4 2025, its #243 holding.
New Millennium Group first reported a position in iShares US Financial Services ETF in Q4 2022 and has held it in 12 quarters since.
261 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.