&Partners’s iShares US Financial Services ETF IYG Stock Holding History

&Partners’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	$985K	Sell	10,882 -3,102	-22%	-$272K	﹤0.01%	1423
2026 Q1	$1.16M	Buy	13,984 +420	+3%	+$36.9K	0.01%	1213
2025 Q4	$1.25M	Buy	13,564 +8,601	+173%	+$768K	0.01%	1107
2025 Q3	$445K	Buy	4,963 +1,283	+35%	+$113K	﹤0.01%	1526
2025 Q2	$315K	Sell	3,680 -5	-0.1%	-$397	﹤0.01%	1594
2025 Q1	$296K	Buy	3,685 +427	+13%	+$34.4K	﹤0.01%	1420
2024 Q4	$255K	Buy	+3,258	New	+$251K	﹤0.01%	1417

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

&Partners's IYG Position: Q2 2026 in Review

&Partners reduced its iShares US Financial Services ETF (IYG) stake by 22% in Q2 2026, selling an estimated $272K and leaving 10,882 shares worth $985K. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

&Partners first reported a position in IYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.25M in Q4 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

&Partners held 10,882 shares of iShares US Financial Services ETF worth $985K as of Q2 2026.
&Partners sold 3,102 iShares US Financial Services ETF shares in Q2 2026, an estimated $272K.
iShares US Financial Services ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1423 holding.
&Partners first reported a position in iShares US Financial Services ETF in Q4 2024 and has held it in 7 quarters since.
&Partners's iShares US Financial Services ETF position peaked at $1.25M in Q4 2025.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.