PUREfi Wealth
IYG icon

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

PUREfi Wealth’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 		$406K Buy
4,520
+70
+2% +$6.68K 0.19% 131
2026
Q2 		$403K Sell
4,450
-348
-7% -$30.5K 0.22% 126
2026
Q1 		$397K Buy
+4,798
New +$421K 0.26% 105

Other funds holding IYG

Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
Centerline Wealth Advisors
Centerline Wealth Advisors Louisville, Kentucky $321M AUM 13.56% 1-Year Est. Return
Forte Asset Management
Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

PUREfi Wealth's IYG Position: Q3 2026 in Review

PUREfi Wealth increased its iShares US Financial Services ETF (IYG) stake by 1.6% in Q3 2026, buying an estimated $6.68K and bringing the position to 4,520 shares worth $406K. The position accounts for 0.19% of the portfolio, ranked #131.

PUREfi Wealth first reported a position in IYG in Q1 2026 and has held it in 3 quarters since. 66 funds tracked by Wall St. Rank hold IYG as of Q3 2026.

  • PUREfi Wealth held 4,520 shares of iShares US Financial Services ETF worth $406K as of Q3 2026.
  • PUREfi Wealth bought 70 iShares US Financial Services ETF shares in Q3 2026, an estimated $6.68K.
  • iShares US Financial Services ETF made up 0.19% of PUREfi Wealth's portfolio in Q3 2026, its #131 holding.
  • PUREfi Wealth first reported a position in iShares US Financial Services ETF in Q1 2026 and has held it in 3 quarters since.
  • 66 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.