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

Allium Financial Advisors’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 Q4	–	Sell	-4,444	Closed	-$398K	–	81
2025 Q3	$398K	Hold	4,444	–	–	0.33%	46
2025 Q2	$380K	Hold	4,444	–	–	0.33%	48
2025 Q1	$349K	Buy	+4,444	New	+$358K	0.32%	50

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allium Financial Advisors's IYG Position: Q4 2025 in Review

Allium Financial Advisors sold out of iShares US Financial Services ETF (IYG) in Q4 2025, closing a stake of 4,444 shares — an estimated $398K sold.

Allium Financial Advisors first reported a position in IYG in Q1 2025 and held it in 3 quarters. The position peaked at $398K in Q3 2025. 261 funds tracked by Wall St. Rank hold IYG as of Q4 2025.

Allium Financial Advisors reported no remaining iShares US Financial Services ETF position as of Q4 2025 after selling out during the quarter.
Allium Financial Advisors sold 4,444 iShares US Financial Services ETF shares in Q4 2025, an estimated $398K.
Allium Financial Advisors first reported a position in iShares US Financial Services ETF in Q1 2025 and held it in 3 quarters.
Allium Financial Advisors's iShares US Financial Services ETF position peaked at $398K in Q3 2025.
261 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2025.

Based on Allium Financial Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.