Signet Financial Management’s iShares US Financial Services ETF IYG Stock Holding History

Signet Financial Management’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	$249K	Sell	3,000 -1	-0%	-$88	0.03%	277
2025 Q4	$277K	Sell	3,001 -304	-9%	-$27.1K	0.03%	255
2025 Q3	$296K	Sell	3,305 -507	-13%	-$44.6K	0.03%	248
2025 Q2	$326K	Buy	3,812 +144	+4%	+$11.4K	0.04%	232
2025 Q1	$288K	Sell	3,668 -120	-3%	-$9.66K	0.04%	241
2024 Q4	$295K	Sell	3,788 -51	-1%	-$3.93K	0.04%	230
2024 Q3	$273K	Sell	3,839 -66	-2%	-$4.54K	0.03%	238
2024 Q2	$255K	Buy	3,905 +170	+5%	+$11K	0.03%	239
2024 Q1	$248K	Buy	3,735 +114	+3%	+$7.08K	0.03%	248
2023 Q4	$216K	Buy	+3,621	New	+$195K	0.03%	258
2018 Q4	–	Sell	-900	Closed	-$40K	–	539
2018 Q3	$40K	Buy	+900	New	+$40.7K	0.01%	421

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Signet Financial Management's IYG Position: Q1 2026 in Review

Signet Financial Management reduced its iShares US Financial Services ETF (IYG) stake by 0.03% in Q1 2026, selling an estimated $88 and leaving 3,000 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #277.

Signet Financial Management first reported a position in IYG in Q3 2018 and has held it in 11 quarters since. The position peaked at $326K in Q2 2025. 265 funds tracked by Wall St. Rank hold IYG as of Q1 2026.

Signet Financial Management held 3,000 shares of iShares US Financial Services ETF worth $249K as of Q1 2026.
Signet Financial Management sold 1 iShares US Financial Services ETF share in Q1 2026, an estimated $88.
iShares US Financial Services ETF made up 0.03% of Signet Financial Management's portfolio in Q1 2026, its #277 holding.
Signet Financial Management first reported a position in iShares US Financial Services ETF in Q3 2018 and has held it in 11 quarters since.
Signet Financial Management's iShares US Financial Services ETF position peaked at $326K in Q2 2025.
265 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.