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 Q3	$285K	Hold	3,165	–	–	0.13%	44
2026 Q2	$286K	Hold	3,165	–	–	0.14%	40
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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Wealth Forward LLC's IYG Position: Q3 2026 in Review

Wealth Forward LLC held its iShares US Financial Services ETF (IYG) position steady in Q3 2026 at 3,165 shares worth $285K. The position accounts for 0.13% of the portfolio, ranked #44.

Wealth Forward LLC first reported a position in IYG in Q1 2024 and has held it in 11 quarters since. The position peaked at $292K in Q4 2025. 25 funds tracked by Wall St. Rank hold IYG as of Q3 2026.

Wealth Forward LLC held 3,165 shares of iShares US Financial Services ETF worth $285K as of Q3 2026.
Wealth Forward LLC left its iShares US Financial Services ETF share count unchanged in Q3 2026.
iShares US Financial Services ETF made up 0.13% of Wealth Forward LLC's portfolio in Q3 2026, its #44 holding.
Wealth Forward LLC first reported a position in iShares US Financial Services ETF in Q1 2024 and has held it in 11 quarters since.
Wealth Forward LLC's iShares US Financial Services ETF position peaked at $292K in Q4 2025.
25 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2026.

Based on Wealth Forward LLC's 13F filing for Q3 2026, filed 14 Oct 2026.