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

Spire Wealth 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 Q2	$7.69K	Sell	85 -13	-13%	-$1.14K	﹤0.01%	1723
2026 Q1	$8.12K	Hold	98	–	–	﹤0.01%	1693
2025 Q4	$9.04K	Hold	98	–	–	﹤0.01%	1746
2025 Q3	$8.79K	Hold	98	–	–	﹤0.01%	1796
2025 Q2	$8.39K	Sell	98 -13	-12%	-$1.03K	﹤0.01%	1778
2025 Q1	$8.72K	Hold	111	–	–	﹤0.01%	1875
2024 Q4	$8.64K	Hold	111	–	–	﹤0.01%	1880
2024 Q3	$7.88K	Sell	111 -622	-85%	-$42.7K	﹤0.01%	1706
2024 Q2	$47.8K	Hold	733	–	–	﹤0.01%	1141
2024 Q1	$48.6K	Buy	733 +1	+0.1%	+$62	﹤0.01%	1224
2023 Q4	$43.5K	Buy	732 +3	+0.4%	+$162	﹤0.01%	1250
2023 Q3	$37.6K	Hold	729	–	–	﹤0.01%	1272
2023 Q2	$38.4K	Buy	729 +21	+3%	+$1.06K	﹤0.01%	1310
2023 Q1	$35.7K	Sell	708 -102	-13%	-$5.57K	﹤0.01%	1354
2022 Q4	$43K	Sell	810 -135	-14%	-$7.07K	﹤0.01%	1038
2022 Q3	$45K	Buy	945 +810	+600%	+$42.5K	﹤0.01%	988
2022 Q2	$7K	Buy	+135	New	+$7.32K	﹤0.01%	2029

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

Spire Wealth Management's IYG Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares US Financial Services ETF (IYG) stake by 13% in Q2 2026, selling an estimated $1.14K and leaving 85 shares worth $7.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1723.

Spire Wealth Management first reported a position in IYG in Q2 2022 and has held it in 17 quarters since. The position peaked at $48.6K in Q1 2024. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Spire Wealth Management held 85 shares of iShares US Financial Services ETF worth $7.69K as of Q2 2026.
Spire Wealth Management sold 13 iShares US Financial Services ETF shares in Q2 2026, an estimated $1.14K.
iShares US Financial Services ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1723 holding.
Spire Wealth Management first reported a position in iShares US Financial Services ETF in Q2 2022 and has held it in 17 quarters since.
Spire Wealth Management's iShares US Financial Services ETF position peaked at $48.6K in Q1 2024.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.