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 Q3	$1.56M	Buy	17,326 +551	+3%	+$52.6K	0.71%	33
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

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

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

OCM

Objective Capital Management Pepper Pike, Ohio $112M AUM 15.2% 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

Omni 360 Wealth's IYG Position: Q3 2026 in Review

Omni 360 Wealth increased its iShares US Financial Services ETF (IYG) stake by 3.3% in Q3 2026, buying an estimated $52.6K and bringing the position to 17,326 shares worth $1.56M. The position accounts for 0.71% of the portfolio, ranked #33.

Omni 360 Wealth first reported a position in IYG in Q1 2024 and has held it in 11 quarters since. 25 funds tracked by Wall St. Rank hold IYG as of Q3 2026.

Omni 360 Wealth held 17,326 shares of iShares US Financial Services ETF worth $1.56M as of Q3 2026.
Omni 360 Wealth bought 551 iShares US Financial Services ETF shares in Q3 2026, an estimated $52.6K.
iShares US Financial Services ETF made up 0.71% of Omni 360 Wealth's portfolio in Q3 2026, its #33 holding.
Omni 360 Wealth first reported a position in iShares US Financial Services ETF in Q1 2024 and has held it in 11 quarters since.
25 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2026.

Based on Omni 360 Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.