Unique Wealth
IYG icon

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

Unique 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
Q3 		$6.3M Buy
70,076
+3,079
+5% +$294K 0.72% 30
2026
Q2 		$6.06M Sell
66,997
-10,518
-14% -$923K 0.71% 31
2026
Q1 		$6.42M Buy
77,515
+17,698
+30% +$1.55M 0.89% 29
2025
Q4 		$5.52M Buy
+59,817
New +$5.34M 0.77% 37

Other funds holding IYG

Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Kozak & Associates
Kozak & Associates Highlands Ranch, Colorado $553M AUM 17.51% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Arkansas Financial Group
Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Centerline Wealth Advisors
Centerline Wealth Advisors Louisville, Kentucky $321M AUM 13.56% 1-Year Est. Return
Forte Asset Management
Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return

Unique Wealth's IYG Position: Q3 2026 in Review

Unique Wealth increased its iShares US Financial Services ETF (IYG) stake by 4.6% in Q3 2026, buying an estimated $294K and bringing the position to 70,076 shares worth $6.3M. The position accounts for 0.72% of the portfolio, ranked #30.

Unique Wealth first reported a position in IYG in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.42M in Q1 2026. 94 funds tracked by Wall St. Rank hold IYG as of Q3 2026.

  • Unique Wealth held 70,076 shares of iShares US Financial Services ETF worth $6.3M as of Q3 2026.
  • Unique Wealth bought 3,079 iShares US Financial Services ETF shares in Q3 2026, an estimated $294K.
  • iShares US Financial Services ETF made up 0.72% of Unique Wealth's portfolio in Q3 2026, its #30 holding.
  • Unique Wealth first reported a position in iShares US Financial Services ETF in Q4 2025 and has held it in 4 quarters since.
  • Unique Wealth's iShares US Financial Services ETF position peaked at $6.42M in Q1 2026.
  • 94 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.