Tucker Asset Management’s iShares US Financial Services ETF IYG Stock Holding History

Tucker Asset 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	$17.6K	Hold	195	–	–	﹤0.01%	314
2026 Q1	$16.2K	Sell	195 -66	-25%	-$5.79K	﹤0.01%	275
2025 Q4	$24.1K	Sell	261 -45	-15%	-$4.02K	0.01%	425
2025 Q3	$27.4K	Buy	+306	New	+$26.9K	0.01%	217
2025 Q2	–	Sell	-105	Closed	-$8.25K	–	318
2025 Q1	$8.25K	Hold	105	–	–	﹤0.01%	244
2024 Q4	$8.17K	Sell	105 -240	-70%	-$18.5K	﹤0.01%	834
2024 Q3	$24.5K	Hold	345	–	–	0.01%	483
2024 Q2	$22.5K	Hold	345	–	–	﹤0.01%	591
2024 Q1	$22.9K	Hold	345	–	–	0.01%	627
2023 Q4	$20.6K	Hold	345	–	–	0.01%	524
2023 Q3	$17.8K	Hold	345	–	–	﹤0.01%	526
2023 Q2	$18.2K	Hold	345	–	–	0.01%	419
2023 Q1	$17.4K	Hold	345	–	–	0.01%	449
2022 Q4	$18.1K	Hold	345	–	–	0.01%	262
2022 Q3	$18.3K	Hold	345	–	–	0.01%	254
2022 Q2	$17K	Hold	345	–	–	0.01%	182
2022 Q1	$20.7K	Sell	345 -117	-25%	-$7.38K	0.01%	148
2021 Q4	$29.8K	Hold	462	–	–	0.01%	123
2021 Q3	$30.8K	Hold	462	–	–	0.01%	110
2021 Q2	$28.5K	Sell	462 -540	-54%	-$33K	0.01%	105
2021 Q1	$57.2K	Sell	1,002 -81	-7%	-$4.38K	0.03%	65
2020 Q4	$54.2K	Buy	+1,083	New	+$48.9K	0.03%	59

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

Tucker Asset Management's IYG Position: Q2 2026 in Review

Tucker Asset Management held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 195 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Tucker Asset Management first reported a position in IYG in Q4 2020 and has held it in 22 quarters since. The position peaked at $57.2K in Q1 2021. 263 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Tucker Asset Management held 195 shares of iShares US Financial Services ETF worth $17.6K as of Q2 2026.
Tucker Asset Management left its iShares US Financial Services ETF share count unchanged in Q2 2026.
iShares US Financial Services ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q2 2026, its #314 holding.
Tucker Asset Management first reported a position in iShares US Financial Services ETF in Q4 2020 and has held it in 22 quarters since.
Tucker Asset Management's iShares US Financial Services ETF position peaked at $57.2K in Q1 2021.
263 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.