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Accredited Investors’s iShares US Financial Services ETF IYG Stock Holding History

Accredited Investors’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 		– Sell
-4,182
Closed -$346K – 305
2026
Q1 		$346K Buy
+4,182
New +$367K 0.02% 197
2017
Q1 		– Sell
-7,020
Closed -$249K – 111
2016
Q4 		$249K Sell
7,020
-486
-6% -$15.8K 0.06% 84
2016
Q3 		$220K Buy
+7,506
New +$216K 0.06% 89

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 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

Accredited Investors's IYG Position: Q2 2026 in Review

Accredited Investors sold out of iShares US Financial Services ETF (IYG) in Q2 2026, closing a stake of 4,182 shares — an estimated $346K sold.

Accredited Investors first reported a position in IYG in Q3 2016 and held it in 3 quarters. The position peaked at $346K in Q1 2026. 115 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Accredited Investors reported no remaining iShares US Financial Services ETF position as of Q2 2026 after selling out during the quarter.
  • Accredited Investors sold 4,182 iShares US Financial Services ETF shares in Q2 2026, an estimated $346K.
  • Accredited Investors first reported a position in iShares US Financial Services ETF in Q3 2016 and held it in 3 quarters.
  • Accredited Investors's iShares US Financial Services ETF position peaked at $346K in Q1 2026.
  • 115 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.