PlanVest Financial’s iShares US Financial Services ETF IYG Stock Holding History

PlanVest Financial’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	$1.18K	Hold	13	–	–	﹤0.01%	534
2026 Q1	$1.08K	Buy	+13	New	+$1.14K	﹤0.01%	511

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

PlanVest Financial's IYG Position: Q2 2026 in Review

PlanVest Financial held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 13 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

PlanVest Financial first reported a position in IYG in Q1 2026 and has held it in 2 quarters since. 252 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

PlanVest Financial held 13 shares of iShares US Financial Services ETF worth $1.18K as of Q2 2026.
PlanVest Financial left its iShares US Financial Services ETF share count unchanged in Q2 2026.
iShares US Financial Services ETF made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #534 holding.
PlanVest Financial first reported a position in iShares US Financial Services ETF in Q1 2026 and has held it in 2 quarters since.
252 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.