SOA Wealth Advisors’s iShares US Financial Services ETF IYG Stock Holding History

SOA Wealth Advisors’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	$31.1K	Buy	344 +1	+0.3%	+$88	0.01%	459
2026 Q1	$28.4K	Buy	343 +1	+0.3%	+$88	0.01%	448
2025 Q4	$31.5K	Buy	342 +1	+0.3%	+$89	0.01%	439
2025 Q3	$30.5K	Buy	341 +1	+0.3%	+$88	0.01%	450
2025 Q2	$29.1K	Buy	340 +1	+0.3%	+$79	0.01%	445
2025 Q1	$26.6K	Buy	339 +1	+0.3%	+$81	0.01%	422
2024 Q4	$26.3K	Buy	338 +1	+0.3%	+$77	﹤0.01%	412
2024 Q3	$23.9K	Buy	337 +1	+0.3%	+$69	﹤0.01%	424
2024 Q2	$21.9K	Buy	336 +1	+0.3%	+$65	﹤0.01%	429
2024 Q1	$22.2K	Sell	335 -1	-0.3%	-$62	﹤0.01%	428
2023 Q4	$20K	Buy	336 +6	+2%	+$323	﹤0.01%	431
2023 Q3	$17.1K	Hold	330	–	–	﹤0.01%	448
2023 Q2	$17.4K	Hold	330	–	–	﹤0.01%	454
2023 Q1	$16.6K	Buy	330 +3	+0.9%	+$164	﹤0.01%	456
2022 Q4	$17.2K	Buy	327 +3	+0.9%	+$157	﹤0.01%	431
2022 Q3	$15K	Hold	324	–	–	﹤0.01%	441
2022 Q2	$16K	Buy	324 +3	+0.9%	+$163	﹤0.01%	423
2022 Q1	$19K	Hold	321	–	–	﹤0.01%	477
2021 Q4	$20K	Buy	321 +3	+0.9%	+$196	﹤0.01%	448
2021 Q3	$19K	Hold	318	–	–	﹤0.01%	469
2021 Q2	$19K	Buy	318 +3	+1%	+$183	﹤0.01%	468
2021 Q1	$18K	Hold	315	–	–	0.01%	422
2020 Q4	$16K	Buy	+315	New	+$14.2K	﹤0.01%	439

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

SOA Wealth Advisors's IYG Position: Q2 2026 in Review

SOA Wealth Advisors increased its iShares US Financial Services ETF (IYG) stake by 0.29% in Q2 2026, buying an estimated $88 and bringing the position to 344 shares worth $31.1K. The position accounts for 0.01% of the portfolio, ranked #459.

SOA Wealth Advisors first reported a position in IYG in Q4 2020 and has held it in 23 quarters since. The position peaked at $31.5K in Q4 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

SOA Wealth Advisors held 344 shares of iShares US Financial Services ETF worth $31.1K as of Q2 2026.
SOA Wealth Advisors bought 1 iShares US Financial Services ETF share in Q2 2026, an estimated $88.
iShares US Financial Services ETF made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #459 holding.
SOA Wealth Advisors first reported a position in iShares US Financial Services ETF in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's iShares US Financial Services ETF position peaked at $31.5K in Q4 2025.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.