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

Physician Wealth Advisors’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	$48.1K	Hold	531	–	–	0.01%	440
2026 Q1	$44K	Buy	531 +1	+0.2%	+$88	0.01%	423
2025 Q4	$48.9K	Buy	530 +1	+0.2%	+$89	0.01%	398
2025 Q3	$47.4K	Hold	529	–	–	0.01%	385
2025 Q2	$45.3K	Buy	529 +1	+0.2%	+$79	0.01%	368
2025 Q1	$41.5K	Buy	528 +1	+0.2%	+$81	0.01%	366
2024 Q4	$41K	Buy	+527	New	+$40.6K	0.01%	375
2020 Q3	–	Sell	-28,164	Closed	-$1.18M	–	132
2020 Q2	$1.18M	Buy	+28,164	New	+$1.08M	0.48%	38

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Physician Wealth Advisors's IYG Position: Q2 2026 in Review

Physician Wealth Advisors held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 531 shares worth $48.1K. The position accounts for 0.01% of the portfolio, ranked #440.

Physician Wealth Advisors first reported a position in IYG in Q2 2020 and has held it in 8 quarters since. The position peaked at $1.18M in Q2 2020. 104 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Physician Wealth Advisors held 531 shares of iShares US Financial Services ETF worth $48.1K as of Q2 2026.
Physician Wealth Advisors left its iShares US Financial Services ETF share count unchanged in Q2 2026.
iShares US Financial Services ETF made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #440 holding.
Physician Wealth Advisors first reported a position in iShares US Financial Services ETF in Q2 2020 and has held it in 8 quarters since.
Physician Wealth Advisors's iShares US Financial Services ETF position peaked at $1.18M in Q2 2020.
104 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.