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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
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

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

WBH Advisory's IYG Position: Q2 2026 in Review

WBH Advisory reduced its iShares US Financial Services ETF (IYG) stake by 1.7% in Q2 2026, selling an estimated $13.7K and leaving 8,903 shares worth $805K. The position accounts for 0.05% of the portfolio, ranked #199.

WBH Advisory first reported a position in IYG in Q1 2025 and has held it in 6 quarters since. The position peaked at $837K in Q4 2025. 171 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • WBH Advisory held 8,903 shares of iShares US Financial Services ETF worth $805K as of Q2 2026.
  • WBH Advisory sold 156 iShares US Financial Services ETF shares in Q2 2026, an estimated $13.7K.
  • iShares US Financial Services ETF made up 0.05% of WBH Advisory's portfolio in Q2 2026, its #199 holding.
  • WBH Advisory first reported a position in iShares US Financial Services ETF in Q1 2025 and has held it in 6 quarters since.
  • WBH Advisory's iShares US Financial Services ETF position peaked at $837K in Q4 2025.
  • 171 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.