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

Root 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
Q2 		– Sell
-1,029
Closed -$85.3K – 1823
2026
Q1 		$85.3K Sell
1,029
-11
-1% -$965 ﹤0.01% 630
2025
Q4 		$96K Buy
+1,040
New +$92.8K ﹤0.01% 478

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
Goldman Sachs New York $1.15T AUM 47.82% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Root Financial Partners's IYG Position: Q2 2026 in Review

Root Financial Partners sold out of iShares US Financial Services ETF (IYG) in Q2 2026, closing a stake of 1,029 shares — an estimated $85.3K sold.

Root Financial Partners first reported a position in IYG in Q4 2025 and held it in 2 quarters. The position peaked at $96K in Q4 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Root Financial Partners reported no remaining iShares US Financial Services ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,029 iShares US Financial Services ETF shares in Q2 2026, an estimated $85.3K.
  • Root Financial Partners first reported a position in iShares US Financial Services ETF in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's iShares US Financial Services ETF position peaked at $96K in Q4 2025.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.