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Markowski Investments’s iShares US Financial Services ETF IYG Stock Holding History

Markowski Investments’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 		$21.6K Buy
+239
New +$21K ﹤0.01% 304

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Markowski Investments's IYG Position: Q2 2026 in Review

Markowski Investments opened a new position in iShares US Financial Services ETF (IYG) in Q2 2026: 239 shares worth $21.6K. The stake represents ﹤0.01% of the portfolio and ranks #304 among its holdings.

217 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Markowski Investments held 239 shares of iShares US Financial Services ETF worth $21.6K as of Q2 2026.
  • iShares US Financial Services ETF was a new Markowski Investments position in Q2 2026.
  • iShares US Financial Services ETF made up ﹤0.01% of Markowski Investments's portfolio in Q2 2026, its #304 holding.
  • 217 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Markowski Investments's 13F filing for Q2 2026, filed 13 Aug 2026.