Wealth Enhancement Advisory Services
IYG icon

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
Q3 		$977K Buy
10,723
+3,476
+48% +$332K ﹤0.01% 2196
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

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FAM
Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
O3W
Omni 360 Wealth Plainsboro, New Jersey $221M AUM 11.86% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
OCM
Objective Capital Management Pepper Pike, Ohio $112M AUM 15.2% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $290M AUM 16.64% 1-Year Est. Return
WFL
Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return

Wealth Enhancement Advisory Services's IYG Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its iShares US Financial Services ETF (IYG) stake by 48% in Q3 2026, buying an estimated $332K and bringing the position to 10,723 shares worth $977K. The position accounts for ﹤0.01% of the portfolio, ranked #2196.

Wealth Enhancement Advisory Services first reported a position in IYG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.06M in Q4 2025. 23 funds tracked by Wall St. Rank hold IYG as of Q3 2026.

  • Wealth Enhancement Advisory Services held 10,723 shares of iShares US Financial Services ETF worth $977K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 3,476 iShares US Financial Services ETF shares in Q3 2026, an estimated $332K.
  • iShares US Financial Services ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2196 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares US Financial Services ETF in Q4 2023 and has held it in 11 quarters since.
  • Wealth Enhancement Advisory Services's iShares US Financial Services ETF position peaked at $1.06M in Q4 2025.
  • 23 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.