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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
Q3 		$528K Buy
5,869
+2
+0% +$191 0.47% 52
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

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FAM
Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
O3W
Omni 360 Wealth Plainsboro, New Jersey $221M AUM 11.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $290M AUM 16.64% 1-Year Est. Return
WFL
Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return

Objective Capital Management's IYG Position: Q3 2026 in Review

Objective Capital Management increased its iShares US Financial Services ETF (IYG) stake by 0.03% in Q3 2026, buying an estimated $191 and bringing the position to 5,869 shares worth $528K. The position accounts for 0.47% of the portfolio, ranked #52.

Objective Capital Management first reported a position in IYG in Q4 2021 and has held it in 19 quarters since. The position peaked at $541K in Q4 2025. 23 funds tracked by Wall St. Rank hold IYG as of Q3 2026.

  • Objective Capital Management held 5,869 shares of iShares US Financial Services ETF worth $528K as of Q3 2026.
  • Objective Capital Management bought 2 iShares US Financial Services ETF shares in Q3 2026, an estimated $191.
  • iShares US Financial Services ETF made up 0.47% of Objective Capital Management's portfolio in Q3 2026, its #52 holding.
  • Objective Capital Management first reported a position in iShares US Financial Services ETF in Q4 2021 and has held it in 19 quarters since.
  • Objective Capital Management's iShares US Financial Services ETF position peaked at $541K in Q4 2025.
  • 23 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2026.

Based on Objective Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.