Sensible Money’s iShares US Financial Services ETF IYG Stock Holding History

Sensible Money’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 Q3	$289K	Hold	3,213	–	–	0.07%	78
2026 Q2	$291K	Hold	3,213	–	–	0.08%	78
2026 Q1	$266K	Hold	3,213	–	–	0.08%	71
2025 Q4	$296K	Hold	3,213	–	–	0.09%	63
2025 Q3	$288K	Hold	3,213	–	–	0.1%	63
2025 Q2	$275K	Hold	3,213	–	–	0.1%	66
2025 Q1	$252K	Hold	3,213	–	–	0.11%	69
2024 Q4	$250K	Hold	3,213	–	–	0.11%	69
2024 Q3	$228K	Hold	3,213	–	–	0.1%	75
2024 Q2	$210K	Hold	3,213	–	–	0.1%	78
2024 Q1	$213K	Buy	+3,213	New	+$200K	0.11%	73

Other funds holding IYG

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $553M AUM 17.51% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Centerline Wealth Advisors Louisville, Kentucky $321M AUM 13.56% 1-Year Est. Return

Sensible Money's IYG Position: Q3 2026 in Review

Sensible Money held its iShares US Financial Services ETF (IYG) position steady in Q3 2026 at 3,213 shares worth $289K. The position accounts for 0.07% of the portfolio, ranked #78.

Sensible Money first reported a position in IYG in Q1 2024 and has held it in 11 quarters since. The position peaked at $296K in Q4 2025. 122 funds tracked by Wall St. Rank hold IYG as of Q3 2026.

Sensible Money held 3,213 shares of iShares US Financial Services ETF worth $289K as of Q3 2026.
Sensible Money left its iShares US Financial Services ETF share count unchanged in Q3 2026.
iShares US Financial Services ETF made up 0.07% of Sensible Money's portfolio in Q3 2026, its #78 holding.
Sensible Money first reported a position in iShares US Financial Services ETF in Q1 2024 and has held it in 11 quarters since.
Sensible Money's iShares US Financial Services ETF position peaked at $296K in Q4 2025.
122 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2026.

Based on Sensible Money's 13F filing for Q3 2026, filed 20 Oct 2026.