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

Polaris Financial 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
Q3 		$7K Buy
+54
New +$5.15K ﹤0.01% 299

Other funds holding IYG

RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Polaris Financial Partners's IYG Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in iShares US Financial Services ETF (IYG) in Q3 2026: 54 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #299 among its holdings.

3 funds tracked by Wall St. Rank hold IYG as of Q3 2026.

  • Polaris Financial Partners held 54 shares of iShares US Financial Services ETF worth $7K as of Q3 2026.
  • iShares US Financial Services ETF was a new Polaris Financial Partners position in Q3 2026.
  • iShares US Financial Services ETF made up ﹤0.01% of Polaris Financial Partners's portfolio in Q3 2026, its #299 holding.
  • 3 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.