Adell Harriman & Carpenter’s iShares US Financial Services ETF IYG Stock Holding History

Adell Harriman & Carpenter’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	$217K	Buy	+2,400	New	+$211K	0.01%	155
2026 Q1	–	Sell	-2,400	Closed	-$221K	–	169
2025 Q4	$221K	Hold	2,400	–	–	0.01%	161
2025 Q3	$215K	Hold	2,400	–	–	0.01%	164
2025 Q2	$205K	Buy	+2,400	New	+$190K	0.01%	168

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

Adell Harriman & Carpenter's IYG Position: Q2 2026 in Review

Adell Harriman & Carpenter opened a new position in iShares US Financial Services ETF (IYG) in Q2 2026: 2,400 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #155 among its holdings. This is a return to the name: Adell Harriman & Carpenter previously reported a position in IYG as recently as Q4 2025.

Adell Harriman & Carpenter first reported a position in IYG in Q2 2025 and has held it in 4 quarters since. The position peaked at $221K in Q4 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Adell Harriman & Carpenter held 2,400 shares of iShares US Financial Services ETF worth $217K as of Q2 2026.
iShares US Financial Services ETF was a new Adell Harriman & Carpenter position in Q2 2026.
iShares US Financial Services ETF made up 0.01% of Adell Harriman & Carpenter's portfolio in Q2 2026, its #155 holding.
Adell Harriman & Carpenter first reported a position in iShares US Financial Services ETF in Q2 2025 and has held it in 4 quarters since.
Adell Harriman & Carpenter's iShares US Financial Services ETF position peaked at $221K in Q4 2025.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Adell Harriman & Carpenter's 13F filing for Q2 2026, filed 4 Aug 2026.