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

TritonPoint Wealth’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	$373K	Sell	4,121 -753	-15%	-$66.1K	0.04%	210
2026 Q1	$404K	Sell	4,874 -67	-1%	-$5.88K	0.04%	193
2025 Q4	$456K	Buy	4,941 +332	+7%	+$29.6K	0.05%	183
2025 Q3	$413K	Hold	4,609	–	–	0.04%	245
2025 Q2	$395K	Sell	4,609 -1,138	-20%	-$90.3K	0.04%	240
2025 Q1	$451K	Buy	5,747 +130	+2%	+$10.5K	0.04%	223
2024 Q4	$437K	Sell	5,617 -37	-0.7%	-$2.85K	0.04%	225
2024 Q3	$400K	Buy	5,654 +500	+10%	+$34.4K	0.04%	237
2024 Q2	$336K	Sell	5,154 -1,350	-21%	-$87.7K	0.03%	245
2024 Q1	$389K	Sell	6,504 -1,470	-18%	-$91.3K	0.04%	231
2023 Q4	$476K	Buy	+7,974	New	+$429K	0.05%	217

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

TritonPoint Wealth's IYG Position: Q2 2026 in Review

TritonPoint Wealth reduced its iShares US Financial Services ETF (IYG) stake by 15% in Q2 2026, selling an estimated $66.1K and leaving 4,121 shares worth $373K. The position accounts for 0.04% of the portfolio, ranked #210.

TritonPoint Wealth first reported a position in IYG in Q4 2023 and has held it in 11 quarters since. The position peaked at $476K in Q4 2023. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

TritonPoint Wealth held 4,121 shares of iShares US Financial Services ETF worth $373K as of Q2 2026.
TritonPoint Wealth sold 753 iShares US Financial Services ETF shares in Q2 2026, an estimated $66.1K.
iShares US Financial Services ETF made up 0.04% of TritonPoint Wealth's portfolio in Q2 2026, its #210 holding.
TritonPoint Wealth first reported a position in iShares US Financial Services ETF in Q4 2023 and has held it in 11 quarters since.
TritonPoint Wealth's iShares US Financial Services ETF position peaked at $476K in Q4 2023.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.