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

AllSquare 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
2025 Q3	$216K	Hold	2,406	–	–	0.11%	107
2025 Q2	$206K	Hold	2,406	–	–	0.12%	107
2025 Q1	$189K	Hold	2,406	–	–	0.11%	108
2024 Q4	$187K	Hold	2,406	–	–	0.11%	110
2024 Q3	$171K	Hold	2,406	–	–	0.1%	118
2024 Q2	$157K	Hold	2,406	–	–	0.09%	119
2024 Q1	$160K	Hold	2,406	–	–	0.09%	119
2023 Q4	$144K	Hold	2,406	–	–	0.09%	119
2023 Q3	$124K	Hold	2,406	–	–	0.08%	123
2023 Q2	$121K	Hold	2,406	–	–	0.08%	121
2023 Q1	$121K	Hold	2,406	–	–	0.08%	123
2022 Q4	$126K	Hold	2,406	–	–	0.09%	117
2022 Q3	$113K	Hold	2,406	–	–	0.08%	117
2022 Q2	$119K	Hold	2,406	–	–	0.08%	119
2022 Q1	$145K	Hold	2,406	–	–	0.09%	116
2021 Q4	$155K	Hold	2,406	–	–	0.09%	112
2021 Q3	$151K	Hold	2,406	–	–	0.09%	115
2021 Q2	$149K	Hold	2,406	–	–	0.09%	122
2021 Q1	$137K	Hold	2,406	–	–	0.08%	124
2020 Q4	$120K	Hold	2,406	–	–	0.08%	123
2020 Q3	$98K	Hold	2,406	–	–	0.07%	128
2020 Q2	$96K	Hold	2,406	–	–	0.07%	127
2020 Q1	$82K	Hold	2,406	–	–	0.07%	126
2019 Q4	$122K	Hold	2,406	–	–	0.09%	112
2019 Q3	$109K	Hold	2,406	–	–	0.08%	120
2019 Q2	$107K	Hold	2,406	–	–	0.08%	119
2019 Q1	$100K	Hold	2,406	–	–	0.08%	127
2018 Q4	$90K	Hold	2,406	–	–	0.07%	123
2018 Q3	$107K	Buy	2,406 +243	+11%	+$11K	0.08%	116
2018 Q2	$93K	Hold	2,163	–	–	0.07%	125
2018 Q1	$94K	Hold	2,163	–	–	0.07%	110
2017 Q4	$94K	Hold	2,163	–	–	0.07%	107
2017 Q3	$86K	Buy	+2,163	New	+$82.8K	0.07%	106

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

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

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

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

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

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

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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

AllSquare Wealth Management's IYG Position: Q3 2025 in Review

AllSquare Wealth Management held its iShares US Financial Services ETF (IYG) position steady in Q3 2025 at 2,406 shares worth $216K. The position accounts for 0.11% of the portfolio, ranked #107.

AllSquare Wealth Management first reported a position in IYG in Q3 2017 and has held it in 33 quarters since. 252 funds tracked by Wall St. Rank hold IYG as of Q3 2025.

AllSquare Wealth Management held 2,406 shares of iShares US Financial Services ETF worth $216K as of Q3 2025.
AllSquare Wealth Management left its iShares US Financial Services ETF share count unchanged in Q3 2025.
iShares US Financial Services ETF made up 0.11% of AllSquare Wealth Management's portfolio in Q3 2025, its #107 holding.
AllSquare Wealth Management first reported a position in iShares US Financial Services ETF in Q3 2017 and has held it in 33 quarters since.
252 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.