Wetzel Investment Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Wetzel Investment Advisors’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	$301K	Sell	3,326 -361	-10%	-$31.7K	0.1%	104
2026 Q1	$305K	Hold	3,687	–	–	0.12%	98
2025 Q4	$340K	Buy	3,687 +3	+0.1%	+$268	0.14%	91
2025 Q3	$330K	Sell	3,684 -440	-11%	-$38.7K	0.14%	88
2025 Q2	$353K	Sell	4,124 -37	-0.9%	-$2.94K	0.16%	83
2025 Q1	$327K	Sell	4,161 -96	-2%	-$7.73K	0.16%	88
2024 Q4	$331K	Buy	4,257 +100	+2%	+$7.71K	0.16%	88
2024 Q3	$295K	Buy	4,157 +215	+5%	+$14.8K	0.15%	95
2024 Q2	$261K	Hold	3,942	–	–	0.15%	96
2024 Q1	$247K	Buy	3,942 +108	+3%	+$6.71K	0.15%	99
2023 Q4	$229K	Buy	+3,834	New	+$206K	0.14%	101

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

Wetzel Investment Advisors's IYG Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its iShares US Financial Services ETF (IYG) stake by 9.8% in Q2 2026, selling an estimated $31.7K and leaving 3,326 shares worth $301K. The position accounts for 0.1% of the portfolio, ranked #104.

Wetzel Investment Advisors first reported a position in IYG in Q4 2023 and has held it in 11 quarters since. The position peaked at $353K in Q2 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Wetzel Investment Advisors held 3,326 shares of iShares US Financial Services ETF worth $301K as of Q2 2026.
Wetzel Investment Advisors sold 361 iShares US Financial Services ETF shares in Q2 2026, an estimated $31.7K.
iShares US Financial Services ETF made up 0.1% of Wetzel Investment Advisors's portfolio in Q2 2026, its #104 holding.
Wetzel Investment Advisors first reported a position in iShares US Financial Services ETF in Q4 2023 and has held it in 11 quarters since.
Wetzel Investment Advisors's iShares US Financial Services ETF position peaked at $353K in Q2 2025.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.