AE Wealth Management’s iShares US Financial Services ETF IYG Stock Holding History

AE Wealth 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
2026 Q2	$66.5K	Buy	735 +126	+21%	+$11.1K	﹤0.01%	2024
2026 Q1	$50.4K	Sell	609 -200	-25%	-$17.6K	﹤0.01%	1955
2025 Q4	$74.7K	Buy	809 +188	+30%	+$16.8K	﹤0.01%	1767
2025 Q3	$55.7K	Buy	621 +73	+13%	+$6.42K	﹤0.01%	1695
2025 Q2	$46.9K	Buy	548 +20	+4%	+$1.59K	﹤0.01%	1617
2025 Q1	$41.5K	Buy	528 +55	+12%	+$4.43K	﹤0.01%	1609
2024 Q4	$36.8K	Buy	+473	New	+$36.5K	﹤0.01%	1611
2021 Q1	–	Sell	-4,659	Closed	-$233K	–	1527
2020 Q4	$233K	Sell	4,659 -19,749	-81%	-$891K	﹤0.01%	1229
2020 Q3	$993K	Sell	24,408 -36,429	-60%	-$1.5M	0.01%	637
2020 Q2	$2.42M	Buy	+60,837	New	+$2.34M	0.04%	353

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

AE Wealth Management's IYG Position: Q2 2026 in Review

AE Wealth Management increased its iShares US Financial Services ETF (IYG) stake by 21% in Q2 2026, buying an estimated $11.1K and bringing the position to 735 shares worth $66.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2024.

AE Wealth Management first reported a position in IYG in Q2 2020 and has held it in 10 quarters since. The position peaked at $2.42M in Q2 2020. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

AE Wealth Management held 735 shares of iShares US Financial Services ETF worth $66.5K as of Q2 2026.
AE Wealth Management bought 126 iShares US Financial Services ETF shares in Q2 2026, an estimated $11.1K.
iShares US Financial Services ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2024 holding.
AE Wealth Management first reported a position in iShares US Financial Services ETF in Q2 2020 and has held it in 10 quarters since.
AE Wealth Management's iShares US Financial Services ETF position peaked at $2.42M in Q2 2020.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.