Omni 360 Wealth’s iShares US Financial Services ETF IYG Stock Holding History

Omni 360 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 Q2	$1.52M	Buy	16,775 +1,977	+13%	+$173K	0.7%	34
2026 Q1	$1.23M	Sell	14,798 -271	-2%	-$23.8K	0.63%	35
2025 Q4	$1.38M	Buy	15,069 +1,048	+7%	+$93.5K	0.71%	30
2025 Q3	$1.26M	Buy	14,021 +659	+5%	+$57.9K	0.7%	32
2025 Q2	$1.14M	Buy	13,362 +569	+4%	+$45.1K	0.71%	32
2025 Q1	$1M	Buy	12,793 +1,139	+10%	+$91.7K	0.67%	34
2024 Q4	$907K	Buy	11,654 +1,624	+16%	+$125K	0.6%	44
2024 Q3	$712K	Buy	10,030 +1,056	+12%	+$72.6K	0.49%	57
2024 Q2	$585K	Buy	8,974 +2,394	+36%	+$156K	0.44%	56
2024 Q1	$436K	Buy	+6,580	New	+$409K	0.36%	67

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

Omni 360 Wealth's IYG Position: Q2 2026 in Review

Omni 360 Wealth increased its iShares US Financial Services ETF (IYG) stake by 13% in Q2 2026, buying an estimated $173K and bringing the position to 16,775 shares worth $1.52M. The position accounts for 0.7% of the portfolio, ranked #34.

Omni 360 Wealth first reported a position in IYG in Q1 2024 and has held it in 10 quarters since. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Omni 360 Wealth held 16,775 shares of iShares US Financial Services ETF worth $1.52M as of Q2 2026.
Omni 360 Wealth bought 1,977 iShares US Financial Services ETF shares in Q2 2026, an estimated $173K.
iShares US Financial Services ETF made up 0.7% of Omni 360 Wealth's portfolio in Q2 2026, its #34 holding.
Omni 360 Wealth first reported a position in iShares US Financial Services ETF in Q1 2024 and has held it in 10 quarters since.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.