Register Financial Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$415K	Buy	4,589 +8	+0.2%	+$702	0.13%	156
2026 Q1	$379K	Buy	4,581 +11	+0.2%	+$965	0.14%	147
2025 Q4	$422K	Buy	4,570 +10	+0.2%	+$893	0.16%	127
2025 Q3	$409K	Buy	4,560 +69	+2%	+$6.07K	0.16%	127
2025 Q2	$384K	Buy	4,491 +9	+0.2%	+$714	0.17%	128
2025 Q1	$352K	Buy	4,482 +10	+0.2%	+$805	0.18%	124
2024 Q4	$348K	Buy	4,472 +11	+0.2%	+$848	0.17%	124
2024 Q3	$317K	Buy	4,461 +12	+0.3%	+$825	0.16%	130
2024 Q2	$290K	Buy	4,449 +11	+0.2%	+$714	0.15%	134
2024 Q1	$294K	Buy	4,438 +10	+0.2%	+$621	0.15%	132
2023 Q4	$265K	Buy	+4,428	New	+$238K	0.18%	130

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

Register Financial Advisors's IYG Position: Q2 2026 in Review

Register Financial Advisors increased its iShares US Financial Services ETF (IYG) stake by 0.17% in Q2 2026, buying an estimated $702 and bringing the position to 4,589 shares worth $415K. The position accounts for 0.13% of the portfolio, ranked #156.

Register Financial Advisors first reported a position in IYG in Q4 2023 and has held it in 11 quarters since. The position peaked at $422K in Q4 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Register Financial Advisors held 4,589 shares of iShares US Financial Services ETF worth $415K as of Q2 2026.
Register Financial Advisors bought 8 iShares US Financial Services ETF shares in Q2 2026, an estimated $702.
iShares US Financial Services ETF made up 0.13% of Register Financial Advisors's portfolio in Q2 2026, its #156 holding.
Register Financial Advisors first reported a position in iShares US Financial Services ETF in Q4 2023 and has held it in 11 quarters since.
Register Financial Advisors's iShares US Financial Services ETF position peaked at $422K in Q4 2025.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.