Roxbury Financial’s iShares US Financial Services ETF IYG Stock Holding History

Roxbury Financial’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	$27.4K	Hold	303	–	–	0.02%	242
2026 Q1	$25.1K	Buy	303 +1	+0.3%	+$88	0.02%	239
2025 Q4	$27.8K	Hold	302	–	–	0.03%	230
2025 Q3	$27K	Hold	302	–	–	0.03%	226
2025 Q2	$25.8K	Hold	302	–	–	0.03%	226
2025 Q1	$25.2K	Buy	302 +1	+0.3%	+$81	0.02%	225
2024 Q4	$24.8K	Buy	+301	New	+$23.2K	0.02%	226

Other funds holding IYG

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Omni 360 Wealth Plainsboro, New Jersey $216M AUM 19.47% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return

Yarger Wealth Strategies Westerville, Ohio $275M AUM 22.01% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return