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

Synergy Investment 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	$18.1K	Buy	+219	New	+$19.2K	0.01%	421

Other funds holding IYG

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Synergy Investment Management's IYG Position: Q1 2026 in Review

Synergy Investment Management opened a new position in iShares US Financial Services ETF (IYG) in Q1 2026: 219 shares worth $18.1K. The stake represents 0.01% of the portfolio and ranks #421 among its holdings.

264 funds tracked by Wall St. Rank hold IYG as of Q1 2026.

Synergy Investment Management held 219 shares of iShares US Financial Services ETF worth $18.1K as of Q1 2026.
iShares US Financial Services ETF was a new Synergy Investment Management position in Q1 2026.
iShares US Financial Services ETF made up 0.01% of Synergy Investment Management's portfolio in Q1 2026, its #421 holding.
264 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.