WBH Advisory’s iShares US Financial Services ETF IYG Stock Holding History

WBH Advisory’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	$799K	Sell	8,887 -16	-0.2%	-$1.53K	0.05%	201
2026 Q2	$805K	Sell	8,903 -156	-2%	-$13.7K	0.05%	199
2026 Q1	$751K	Sell	9,059 -11	-0.1%	-$965	0.06%	191
2025 Q4	$837K	Buy	9,070 +98	+1%	+$8.75K	0.06%	183
2025 Q3	$804K	Sell	8,972 -16	-0.2%	-$1.41K	0.06%	188
2025 Q2	$769K	Buy	8,988 +5,417	+152%	+$430K	0.07%	186
2025 Q1	$281K	Buy	+3,571	New	+$288K	0.03%	280

Other funds holding IYG

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $553M AUM 17.51% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

HCP

Holt Capital Partners Fort Worth, Texas $866M AUM 19.82% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

WBH Advisory's IYG Position: Q3 2026 in Review

WBH Advisory reduced its iShares US Financial Services ETF (IYG) stake by 0.18% in Q3 2026, selling an estimated $1.53K and leaving 8,887 shares worth $799K. The position accounts for 0.05% of the portfolio, ranked #201.

WBH Advisory first reported a position in IYG in Q1 2025 and has held it in 7 quarters since. The position peaked at $837K in Q4 2025. 181 funds tracked by Wall St. Rank hold IYG as of Q3 2026.

WBH Advisory held 8,887 shares of iShares US Financial Services ETF worth $799K as of Q3 2026.
WBH Advisory sold 16 iShares US Financial Services ETF shares in Q3 2026, an estimated $1.53K.
iShares US Financial Services ETF made up 0.05% of WBH Advisory's portfolio in Q3 2026, its #201 holding.
WBH Advisory first reported a position in iShares US Financial Services ETF in Q1 2025 and has held it in 7 quarters since.
WBH Advisory's iShares US Financial Services ETF position peaked at $837K in Q4 2025.
181 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2026.

Based on WBH Advisory's 13F filing for Q3 2026, filed 5 Nov 2026.