Olistico Wealth’s iShares US Financial Services ETF IYG Stock Holding History

Olistico Wealth’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	$6.2K	Buy	+69	New	+$6.58K	﹤0.01%	295

Other funds holding IYG

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $553M AUM 17.51% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

HCP

Holt Capital Partners Fort Worth, Texas $866M AUM 19.82% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

Olistico Wealth's IYG Position: Q3 2026 in Review

Olistico Wealth opened a new position in iShares US Financial Services ETF (IYG) in Q3 2026: 69 shares worth $6.2K. The stake represents ﹤0.01% of the portfolio and ranks #295 among its holdings.

181 funds tracked by Wall St. Rank hold IYG as of Q3 2026.

Olistico Wealth held 69 shares of iShares US Financial Services ETF worth $6.2K as of Q3 2026.
iShares US Financial Services ETF was a new Olistico Wealth position in Q3 2026.
iShares US Financial Services ETF made up ﹤0.01% of Olistico Wealth's portfolio in Q3 2026, its #295 holding.
181 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.