Valmark Advisers’s iShares US Financial Services ETF IYG Stock Holding History

Valmark Advisers’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	$316K	Hold	3,495	–	–	﹤0.01%	607
2026 Q1	$290K	Sell	3,495 -24	-0.7%	-$2.11K	﹤0.01%	588
2025 Q4	$325K	Buy	3,519 +26	+0.7%	+$2.32K	﹤0.01%	537
2025 Q3	$313K	Buy	3,493 +22	+0.6%	+$1.93K	﹤0.01%	541
2025 Q2	$297K	Buy	3,471 +195	+6%	+$15.5K	﹤0.01%	553
2025 Q1	$257K	Buy	+3,276	New	+$264K	﹤0.01%	550
2018 Q4	–	Sell	-4,671	Closed	-$208K	–	212
2018 Q3	$208K	Sell	4,671 -630	-12%	-$28.5K	﹤0.01%	193
2018 Q2	$229K	Sell	5,301 -375	-7%	-$16.6K	0.01%	174
2018 Q1	$248K	Hold	5,676	–	–	0.01%	167
2017 Q4	$247K	Buy	+5,676	New	+$237K	0.01%	165

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

Valmark Advisers's IYG Position: Q2 2026 in Review

Valmark Advisers held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 3,495 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

Valmark Advisers first reported a position in IYG in Q4 2017 and has held it in 10 quarters since. The position peaked at $325K in Q4 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Valmark Advisers held 3,495 shares of iShares US Financial Services ETF worth $316K as of Q2 2026.
Valmark Advisers left its iShares US Financial Services ETF share count unchanged in Q2 2026.
iShares US Financial Services ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #607 holding.
Valmark Advisers first reported a position in iShares US Financial Services ETF in Q4 2017 and has held it in 10 quarters since.
Valmark Advisers's iShares US Financial Services ETF position peaked at $325K in Q4 2025.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.