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 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

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

Sensible Money's IYG Position: Q2 2026 in Review

Sensible Money held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 3,213 shares worth $291K. The position accounts for 0.08% of the portfolio, ranked #78.

Sensible Money first reported a position in IYG in Q1 2024 and has held it in 10 quarters since. The position peaked at $296K in Q4 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Sensible Money held 3,213 shares of iShares US Financial Services ETF worth $291K as of Q2 2026.
Sensible Money left its iShares US Financial Services ETF share count unchanged in Q2 2026.
iShares US Financial Services ETF made up 0.08% of Sensible Money's portfolio in Q2 2026, its #78 holding.
Sensible Money first reported a position in iShares US Financial Services ETF in Q1 2024 and has held it in 10 quarters since.
Sensible Money's iShares US Financial Services ETF position peaked at $296K in Q4 2025.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Sensible Money's 13F filing for Q2 2026, filed 30 Jul 2026.