WFL
IYG icon

Wealth Forward LLC’s iShares US Financial Services ETF IYG Stock Holding History

Wealth Forward LLC’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
Q1 		$262K Hold
3,165
– – 0.15% 37
2025
Q4 		$292K Hold
3,165
– – 0.17% 37
2025
Q3 		$284K Hold
3,165
– – 0.16% 32
2025
Q2 		$271K Hold
3,165
– – 0.18% 28
2025
Q1 		$249K Hold
3,165
– – 0.18% 28
2024
Q4 		$246K Hold
3,165
– – 0.17% 28
2024
Q3 		$225K Hold
3,165
– – 0.16% 30
2024
Q2 		$206K Hold
3,165
– – 0.16% 30
2024
Q1 		$210K Buy
+3,165
New +$197K 0.17% 30

Other funds holding IYG

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return