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

Wealth Enhancement Advisory Services’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	$678K	Buy	7,247 +95	+1%	+$8.33K	﹤0.01%	2406
2026 Q1	$595K	Sell	7,152 -3,943	-36%	-$346K	﹤0.01%	2180
2025 Q4	$1.06M	Sell	11,095 -231	-2%	-$20.6K	﹤0.01%	1923
2025 Q3	$1.01M	Buy	11,326 +403	+4%	+$35.4K	﹤0.01%	1861
2025 Q2	$955K	Buy	10,923 +4,203	+63%	+$333K	﹤0.01%	1781
2025 Q1	$528K	Buy	6,720 +2,348	+54%	+$189K	﹤0.01%	2022
2024 Q4	$340K	Buy	4,372 +865	+25%	+$66.7K	﹤0.01%	2275
2024 Q3	$249K	Buy	3,507 +213	+6%	+$14.6K	﹤0.01%	2306
2024 Q2	$215K	Buy	+3,294	New	+$214K	﹤0.01%	2243
2024 Q1	–	Sell	-3,699	Closed	-$221K	–	2531
2023 Q4	$221K	Buy	+3,699	New	+$199K	﹤0.01%	2035

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

Wealth Enhancement Advisory Services's IYG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares US Financial Services ETF (IYG) stake by 1.3% in Q2 2026, buying an estimated $8.33K and bringing the position to 7,247 shares worth $678K. The position accounts for ﹤0.01% of the portfolio, ranked #2406.

Wealth Enhancement Advisory Services first reported a position in IYG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.06M in Q4 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Wealth Enhancement Advisory Services held 7,247 shares of iShares US Financial Services ETF worth $678K as of Q2 2026.
Wealth Enhancement Advisory Services bought 95 iShares US Financial Services ETF shares in Q2 2026, an estimated $8.33K.
iShares US Financial Services ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2406 holding.
Wealth Enhancement Advisory Services first reported a position in iShares US Financial Services ETF in Q4 2023 and has held it in 10 quarters since.
Wealth Enhancement Advisory Services's iShares US Financial Services ETF position peaked at $1.06M in Q4 2025.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.