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Objective Capital Management’s iShares US Financial Services ETF IYG Stock Holding History

Objective Capital 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 		$531K Buy
5,867
+2
+0% +$175 0.47% 51
2026
Q1 		$486K Buy
5,865
+2
+0% +$176 0.49% 52
2025
Q4 		$541K Buy
5,863
+2
+0% +$179 0.55% 50
2025
Q3 		$525K Buy
5,861
+2
+0% +$176 0.54% 44
2025
Q2 		$502K Buy
5,859
+2
+0% +$159 0.56% 44
2025
Q1 		$460K Buy
5,857
+2
+0% +$161 0.59% 44
2024
Q4 		$456K Buy
5,855
+2
+0% +$154 0.3% 67
2024
Q3 		$416K Buy
+5,853
New +$402K 0.24% 89
2024
Q1 		$418K Buy
6,298
+1
+0% +$62 0.28% 73
2023
Q4 		$376K Buy
6,297
+3
+0% +$162 0.29% 76
2023
Q3 		$325K Hold
6,294
– – 0.29% 73
2023
Q2 		$332K Sell
6,294
-201
-3% -$10.2K 0.29% 68
2023
Q1 		$327K Sell
6,495
-9
-0.1% -$491 0.3% 69
2022
Q4 		$342K Buy
6,504
+3
+0% +$157 0.34% 65
2022
Q3 		$306K Hold
6,501
– – 0.33% 65
2022
Q2 		$321K Hold
6,501
– – 0.32% 71
2022
Q1 		$391K Buy
6,501
+60
+0.9% +$3.78K 0.3% 76
2021
Q4 		$415K Buy
+6,441
New +$420K 0.29% 74

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
Goldman Sachs New York $1.15T AUM 47.82% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Objective Capital Management's IYG Position: Q2 2026 in Review

Objective Capital Management increased its iShares US Financial Services ETF (IYG) stake by 0.03% in Q2 2026, buying an estimated $175 and bringing the position to 5,867 shares worth $531K. The position accounts for 0.47% of the portfolio, ranked #51.

Objective Capital Management first reported a position in IYG in Q4 2021 and has held it in 18 quarters since. The position peaked at $541K in Q4 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Objective Capital Management held 5,867 shares of iShares US Financial Services ETF worth $531K as of Q2 2026.
  • Objective Capital Management bought 2 iShares US Financial Services ETF shares in Q2 2026, an estimated $175.
  • iShares US Financial Services ETF made up 0.47% of Objective Capital Management's portfolio in Q2 2026, its #51 holding.
  • Objective Capital Management first reported a position in iShares US Financial Services ETF in Q4 2021 and has held it in 18 quarters since.
  • Objective Capital Management's iShares US Financial Services ETF position peaked at $541K in Q4 2025.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Objective Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.