Pointe Capital Management’s iShares US Financial Services ETF IYG Stock Holding History

Pointe Capital Management’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	$252K	Hold	2,786	–	–	0.11%	139
2026 Q1	$231K	Hold	2,786	–	–	0.11%	142
2025 Q4	$257K	Buy	2,786 +200	+8%	+$17.9K	0.13%	132
2025 Q3	$232K	Hold	2,586	–	–	0.11%	145
2025 Q2	$221K	Hold	2,586	–	–	0.11%	149
2025 Q1	$203K	Sell	2,586 -90	-3%	-$7.25K	0.12%	149
2024 Q4	$208K	Buy	+2,676	New	+$206K	0.12%	154
2023 Q2	–	Sell	-2,676	Closed	-$135K	–	278
2023 Q1	$135K	Sell	2,676 -2,550	-49%	-$139K	0.1%	165
2022 Q4	$274K	Hold	5,226	–	–	0.21%	120
2022 Q3	$246K	Hold	5,226	–	–	0.2%	120
2022 Q2	$258K	Hold	5,226	–	–	0.19%	124
2022 Q1	$314K	Hold	5,226	–	–	0.2%	122
2021 Q4	$336K	Hold	5,226	–	–	0.2%	114
2021 Q3	$328K	Buy	5,226 +150	+3%	+$9.41K	0.23%	107
2021 Q2	$313K	Hold	5,076	–	–	0.22%	112
2021 Q1	$290K	Buy	5,076 +285	+6%	+$15.4K	0.21%	115
2020 Q4	$240K	Buy	+4,791	New	+$216K	0.2%	120

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

Pointe Capital Management's IYG Position: Q2 2026 in Review

Pointe Capital Management held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 2,786 shares worth $252K. The position accounts for 0.11% of the portfolio, ranked #139.

Pointe Capital Management first reported a position in IYG in Q4 2020 and has held it in 17 quarters since. The position peaked at $336K in Q4 2021. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Pointe Capital Management held 2,786 shares of iShares US Financial Services ETF worth $252K as of Q2 2026.
Pointe Capital Management left its iShares US Financial Services ETF share count unchanged in Q2 2026.
iShares US Financial Services ETF made up 0.11% of Pointe Capital Management's portfolio in Q2 2026, its #139 holding.
Pointe Capital Management first reported a position in iShares US Financial Services ETF in Q4 2020 and has held it in 17 quarters since.
Pointe Capital Management's iShares US Financial Services ETF position peaked at $336K in Q4 2021.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Pointe Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.