WIA
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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
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 $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