Advisors Capital Management’s iShares US Financial Services ETF IYG Stock Holding History

Advisors Capital Management’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
2025 Q1	–	Sell	-12,941	Closed	-$1.01M	–	519
2024 Q4	$1.01M	Sell	12,941 -767	-6%	-$59.2K	0.02%	295
2024 Q3	$974K	Buy	13,708 +105	+0.8%	+$7.21K	0.02%	294
2024 Q2	$887K	Sell	13,603 -490	-3%	-$31.8K	0.02%	301
2024 Q1	$934K	Buy	14,093 +224	+2%	+$13.9K	0.02%	298
2023 Q4	$829K	Buy	+13,869	New	+$747K	0.02%	302

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisors Capital Management's IYG Position: Q1 2025 in Review

Advisors Capital Management sold out of iShares US Financial Services ETF (IYG) in Q1 2025, closing a stake of 12,941 shares — an estimated $1.01M sold.

Advisors Capital Management first reported a position in IYG in Q4 2023 and held it in 5 quarters. The position peaked at $1.01M in Q4 2024. 253 funds tracked by Wall St. Rank hold IYG as of Q1 2025.

Advisors Capital Management reported no remaining iShares US Financial Services ETF position as of Q1 2025 after selling out during the quarter.
Advisors Capital Management sold 12,941 iShares US Financial Services ETF shares in Q1 2025, an estimated $1.01M.
Advisors Capital Management first reported a position in iShares US Financial Services ETF in Q4 2023 and held it in 5 quarters.
Advisors Capital Management's iShares US Financial Services ETF position peaked at $1.01M in Q4 2024.
253 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2025.

Based on Advisors Capital Management's 13F filing for Q1 2025, filed 27 May 2025.