Swisher Financial Concepts’s iShares US Financial Services ETF IYG Stock Holding History

Swisher Financial Concepts’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	$41.8K	Sell	462 -2,075	-82%	-$182K	0.03%	103
2026 Q1	$210K	Sell	2,537 -156	-6%	-$13.7K	0.12%	97
2025 Q4	$248K	Hold	2,693	–	–	0.14%	83
2025 Q3	$241K	Sell	2,693 -408	-13%	-$35.9K	0.14%	79
2025 Q2	$265K	Hold	3,101	–	–	0.17%	77
2025 Q1	$244K	Buy	+3,101	New	+$250K	0.2%	67
2024 Q4	–	Sell	-4,463	Closed	-$313K	–	76
2024 Q3	$313K	Buy	4,463 +1	+0%	+$69	0.2%	70
2024 Q2	$295K	Sell	4,462 -774	-15%	-$50.3K	0.3%	60
2024 Q1	$336K	Sell	5,236 -5,159	-50%	-$320K	0.29%	52
2023 Q4	$608K	Buy	+10,395	New	+$560K	0.59%	31

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

Swisher Financial Concepts's IYG Position: Q2 2026 in Review

Swisher Financial Concepts reduced its iShares US Financial Services ETF (IYG) stake by 82% in Q2 2026, selling an estimated $182K and leaving 462 shares worth $41.8K. The position accounts for 0.03% of the portfolio, ranked #103.

Swisher Financial Concepts first reported a position in IYG in Q4 2023 and has held it in 10 quarters since. The position peaked at $608K in Q4 2023. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Swisher Financial Concepts held 462 shares of iShares US Financial Services ETF worth $41.8K as of Q2 2026.
Swisher Financial Concepts sold 2,075 iShares US Financial Services ETF shares in Q2 2026, an estimated $182K.
iShares US Financial Services ETF made up 0.03% of Swisher Financial Concepts's portfolio in Q2 2026, its #103 holding.
Swisher Financial Concepts first reported a position in iShares US Financial Services ETF in Q4 2023 and has held it in 10 quarters since.
Swisher Financial Concepts's iShares US Financial Services ETF position peaked at $608K in Q4 2023.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.