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Advisornet Financial’s iShares US Financial Services ETF IYG Stock Holding History

Advisornet Financial’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 		$336K Sell
3,715
-729
-16% -$63.9K 0.02% 513
2026
Q1 		$368K Sell
4,444
-31
-0.7% -$2.72K 0.02% 456
2025
Q4 		$413K Sell
4,475
-33,392
-88% -$2.98M 0.02% 432
2025
Q3 		$3.39M Buy
37,867
+3,517
+10% +$309K 0.19% 107
2025
Q2 		$2.94M Sell
34,350
-553
-2% -$43.9K 0.19% 111
2025
Q1 		$2.74M Buy
34,903
+32,314
+1,248% +$2.6M 0.2% 104
2024
Q4 		$201K Sell
2,589
-48
-2% -$3.7K 0.02% 510
2024
Q3 		$187K Hold
2,637
– – 0.01% 542
2024
Q2 		$172K Hold
2,637
– – 0.02% 511
2024
Q1 		$175K Sell
2,637
-270
-9% -$16.8K 0.02% 501
2023
Q4 		$174K Hold
2,907
– – 0.02% 502
2023
Q3 		$150K Sell
2,907
-552
-16% -$29.9K 0.01% 509
2023
Q2 		$182K Sell
3,459
-1,302
-27% -$66K 0.02% 500
2023
Q1 		$240K Buy
4,761
+3
+0.1% +$164 0.02% 435
2022
Q4 		$250K Sell
4,758
-3,318
-41% -$174K 0.02% 428
2022
Q3 		$380K Buy
8,076
+1,164
+17% +$61.1K 0.04% 374
2022
Q2 		$342K Sell
6,912
-147
-2% -$7.97K 0.03% 390
2022
Q1 		$424K Sell
7,059
-312
-4% -$19.7K 0.03% 397
2021
Q4 		$474K Buy
7,371
+1,389
+23% +$90.6K 0.03% 409
2021
Q3 		$375K Buy
5,982
+5,934
+12,363% +$372K 0.03% 419
2021
Q2 		$3K Hold
48
– – ﹤0.01% 1645
2021
Q1 		$3K Sell
48
-513
-91% -$27.8K ﹤0.01% 1596
2020
Q4 		$28K Sell
561
-24,171
-98% -$1.09M ﹤0.01% 1036
2020
Q3 		$1.01M Buy
24,732
+2,229
+10% +$91.9K 0.09% 218
2020
Q2 		$896K Buy
+22,503
New +$865K 0.07% 238

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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Advisornet Financial's IYG Position: Q2 2026 in Review

Advisornet Financial reduced its iShares US Financial Services ETF (IYG) stake by 16% in Q2 2026, selling an estimated $63.9K and leaving 3,715 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #513.

Advisornet Financial first reported a position in IYG in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.39M in Q3 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Advisornet Financial held 3,715 shares of iShares US Financial Services ETF worth $336K as of Q2 2026.
  • Advisornet Financial sold 729 iShares US Financial Services ETF shares in Q2 2026, an estimated $63.9K.
  • iShares US Financial Services ETF made up 0.02% of Advisornet Financial's portfolio in Q2 2026, its #513 holding.
  • Advisornet Financial first reported a position in iShares US Financial Services ETF in Q2 2020 and has held it in 25 quarters since.
  • Advisornet Financial's iShares US Financial Services ETF position peaked at $3.39M in Q3 2025.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.