Y.D. More Investments’s iShares US Financial Services ETF IYG Stock Holding History

Y.D. More Investments’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	$89.9K	Hold	1,000	–	–	﹤0.01%	289
2026 Q1	$80.5K	Buy	1,000 +350	+54%	+$30.7K	﹤0.01%	279
2025 Q4	$60K	Hold	650	–	–	﹤0.01%	284
2025 Q3	$57.9K	Sell	650 -350	-35%	-$30.8K	﹤0.01%	284
2025 Q2	$85K	Buy	1,000 +350	+54%	+$27.8K	0.01%	272
2025 Q1	$50.8K	Buy	650 +300	+86%	+$24.2K	﹤0.01%	304
2024 Q4	$27K	Hold	350	–	–	﹤0.01%	327
2024 Q3	$24.6K	Hold	350	–	–	﹤0.01%	327
2024 Q2	$22.6K	Sell	350 -250	-42%	-$16.2K	﹤0.01%	338
2024 Q1	$39.4K	Sell	600 -156	-21%	-$9.69K	0.01%	254
2023 Q4	$44.8K	Buy	756 +156	+26%	+$8.4K	0.01%	249
2023 Q3	$30.6K	Hold	600	–	–	0.01%	268
2023 Q2	$31.4K	Hold	600	–	–	0.01%	248
2023 Q1	$29.9K	Buy	600 +270	+82%	+$14.7K	0.01%	253
2022 Q4	$17.2K	Buy	+330	New	+$17.3K	﹤0.01%	318

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

Y.D. More Investments's IYG Position: Q2 2026 in Review

Y.D. More Investments held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 1,000 shares worth $89.9K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Y.D. More Investments first reported a position in IYG in Q4 2022 and has held it in 15 quarters since. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Y.D. More Investments held 1,000 shares of iShares US Financial Services ETF worth $89.9K as of Q2 2026.
Y.D. More Investments left its iShares US Financial Services ETF share count unchanged in Q2 2026.
iShares US Financial Services ETF made up ﹤0.01% of Y.D. More Investments's portfolio in Q2 2026, its #289 holding.
Y.D. More Investments first reported a position in iShares US Financial Services ETF in Q4 2022 and has held it in 15 quarters since.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.