Yarger Wealth Strategies’s iShares US Financial Services ETF IYG Stock Holding History

Yarger Wealth Strategies’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	$268K	Hold	2,860	–	–	0.1%	115
2026 Q1	$237K	Hold	2,860	–	–	0.1%	111
2025 Q4	$264K	Buy	2,860 +6	+0.2%	+$536	0.11%	105
2025 Q3	$256K	Buy	2,854 +5	+0.2%	+$440	0.12%	105
2025 Q2	$244K	Buy	2,849 +6	+0.2%	+$476	0.13%	97
2025 Q1	$223K	Buy	2,843 +6	+0.2%	+$483	0.13%	90
2024 Q4	$221K	Buy	2,837 +7	+0.2%	+$540	0.13%	83
2024 Q3	$201K	Buy	+2,830	New	+$194K	0.11%	94

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

Yarger Wealth Strategies's IYG Position: Q2 2026 in Review

Yarger Wealth Strategies held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 2,860 shares worth $268K. The position accounts for 0.1% of the portfolio, ranked #115.

Yarger Wealth Strategies first reported a position in IYG in Q3 2024 and has held it in 8 quarters since. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Yarger Wealth Strategies held 2,860 shares of iShares US Financial Services ETF worth $268K as of Q2 2026.
Yarger Wealth Strategies left its iShares US Financial Services ETF share count unchanged in Q2 2026.
iShares US Financial Services ETF made up 0.1% of Yarger Wealth Strategies's portfolio in Q2 2026, its #115 holding.
Yarger Wealth Strategies first reported a position in iShares US Financial Services ETF in Q3 2024 and has held it in 8 quarters since.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.