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Sound Income Strategies’s iShares US Financial Services ETF IYG Stock Holding History

Sound Income Strategies’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 		– Sell
-98
Closed -$8.13K – 1451
2026
Q1 		$8.13K Sell
98
-32
-25% -$2.81K ﹤0.01% 1607
2025
Q4 		$12K Buy
+130
New +$11.6K ﹤0.01% 1372
2025
Q2 		– Sell
-33
Closed -$2.59K – 1657
2025
Q1 		$2.59K Hold
33
– – ﹤0.01% 1190
2024
Q4 		$2.57K Buy
+33
New +$2.54K ﹤0.01% 1122
2024
Q3 		– Sell
-279
Closed -$18.2K – 1455
2024
Q2 		$18.2K Buy
+279
New +$18.1K ﹤0.01% 647

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
CWM
Circle Wealth Management Summit, New Jersey $7.96B AUM 30.85% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Sound Income Strategies's IYG Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares US Financial Services ETF (IYG) in Q2 2026, closing a stake of 98 shares — an estimated $8.13K sold.

Sound Income Strategies first reported a position in IYG in Q2 2024 and held it in 5 quarters. The position peaked at $18.2K in Q2 2024. 196 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares US Financial Services ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 98 iShares US Financial Services ETF shares in Q2 2026, an estimated $8.13K.
  • Sound Income Strategies first reported a position in iShares US Financial Services ETF in Q2 2024 and held it in 5 quarters.
  • Sound Income Strategies's iShares US Financial Services ETF position peaked at $18.2K in Q2 2024.
  • 196 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.