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XP Advisory US, Inc.’s iShares US Financial Services ETF IYG Stock Holding History

XP Advisory US, Inc.’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 		$402K Buy
+4,440
New +$389K 0.22% 16

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

XP Advisory US, Inc.'s IYG Position: Q2 2026 in Review

XP Advisory US, Inc. opened a new position in iShares US Financial Services ETF (IYG) in Q2 2026: 4,440 shares worth $402K. The stake represents 0.22% of the portfolio and ranks #16 among its holdings.

104 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • XP Advisory US, Inc. held 4,440 shares of iShares US Financial Services ETF worth $402K as of Q2 2026.
  • iShares US Financial Services ETF was a new XP Advisory US, Inc. position in Q2 2026.
  • iShares US Financial Services ETF made up 0.22% of XP Advisory US, Inc.'s portfolio in Q2 2026, its #16 holding.
  • 104 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on XP Advisory US, Inc.'s 13F filing for Q2 2026, filed 30 Jul 2026.