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

Sagespring Wealth 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
Q1 		$74.2M Buy
896,103
+319,680
+55% +$28.1M 1.35% 18
2025
Q4 		$53.2M Buy
+576,423
New +$51.4M 0.97% 24

Other funds holding IYG

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Sagespring Wealth Partners's IYG Position: Q1 2026 in Review

Sagespring Wealth Partners increased its iShares US Financial Services ETF (IYG) stake by 55% in Q1 2026, buying an estimated $28.1M and bringing the position to 896,103 shares worth $74.2M. The position accounts for 1.35% of the portfolio, ranked #18.

Sagespring Wealth Partners first reported a position in IYG in Q4 2025 and has held it in 2 quarters since. 264 funds tracked by Wall St. Rank hold IYG as of Q1 2026.

  • Sagespring Wealth Partners held 896,103 shares of iShares US Financial Services ETF worth $74.2M as of Q1 2026.
  • Sagespring Wealth Partners bought 319,680 iShares US Financial Services ETF shares in Q1 2026, an estimated $28.1M.
  • iShares US Financial Services ETF made up 1.35% of Sagespring Wealth Partners's portfolio in Q1 2026, its #18 holding.
  • Sagespring Wealth Partners first reported a position in iShares US Financial Services ETF in Q4 2025 and has held it in 2 quarters since.
  • 264 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.