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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
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

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return

Unique Wealth's IYG Position: Q2 2026 in Review

Unique Wealth reduced its iShares US Financial Services ETF (IYG) stake by 14% in Q2 2026, selling an estimated $923K and leaving 66,997 shares worth $6.06M. The position accounts for 0.71% of the portfolio, ranked #31.

Unique Wealth first reported a position in IYG in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.42M in Q1 2026. 92 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Unique Wealth held 66,997 shares of iShares US Financial Services ETF worth $6.06M as of Q2 2026.
  • Unique Wealth sold 10,518 iShares US Financial Services ETF shares in Q2 2026, an estimated $923K.
  • iShares US Financial Services ETF made up 0.71% of Unique Wealth's portfolio in Q2 2026, its #31 holding.
  • Unique Wealth first reported a position in iShares US Financial Services ETF in Q4 2025 and has held it in 3 quarters since.
  • Unique Wealth's iShares US Financial Services ETF position peaked at $6.42M in Q1 2026.
  • 92 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.