Allworth Financial’s iShares US Financial Services ETF IYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $160K | Buy |
1,767
+25
| +1% | +$2.19K | ﹤0.01% | 1638 |
|
|
2026
Q1 | $144K | Sell |
1,742
-4
| -0.2% | -$351 | ﹤0.01% | 1600 |
|
|
2025
Q4 | $161K | Buy |
1,746
+957
| +121% | +$85.4K | ﹤0.01% | 1462 |
|
|
2025
Q3 | $70.8K | Buy |
789
+552
| +233% | +$48.5K | ﹤0.01% | 1883 |
|
|
2025
Q2 | $20.3K | Hold |
237
| – | – | ﹤0.01% | 2511 |
|
|
2025
Q1 | $18.2K | Hold |
237
| – | – | ﹤0.01% | 2140 |
|
|
2024
Q4 | $19.4K | Buy |
237
+6
| +3% | +$463 | ﹤0.01% | 2126 |
|
|
2024
Q3 | $16.4K | Sell |
231
-1
| -0.4% | -$69 | ﹤0.01% | 2030 |
|
|
2024
Q2 | $15.8K | Hold |
232
| – | – | ﹤0.01% | 2019 |
|
|
2024
Q1 | $15.4K | Buy |
232
+1
| +0.4% | +$62 | ﹤0.01% | 1910 |
|
|
2023
Q4 | $13.9K | Hold |
231
| – | – | ﹤0.01% | 1853 |
|
|
2023
Q3 | $12K | Hold |
231
| – | – | ﹤0.01% | 1778 |
|
|
2023
Q2 | $12.2K | Hold |
231
| – | – | ﹤0.01% | 1796 |
|
|
2023
Q1 | $11.6K | Hold |
231
| – | – | ﹤0.01% | 1740 |
|
|
2022
Q4 | $12.1K | Hold |
231
| – | – | ﹤0.01% | 1628 |
|
|
2022
Q3 | $11K | Hold |
231
| – | – | ﹤0.01% | 1614 |
|
|
2022
Q2 | $11K | Hold |
231
| – | – | ﹤0.01% | 1532 |
|
|
2022
Q1 | $14K | Hold |
231
| – | – | ﹤0.01% | 1375 |
|
|
2021
Q4 | $15K | Hold |
231
| – | – | ﹤0.01% | 1233 |
|
|
2021
Q3 | $14K | Hold |
231
| – | – | ﹤0.01% | 1154 |
|
|
2021
Q2 | $14K | Hold |
231
| – | – | ﹤0.01% | 942 |
|
|
2021
Q1 | $13K | Hold |
231
| – | – | ﹤0.01% | 906 |
|
|
2020
Q4 | $12K | Hold |
231
| – | – | ﹤0.01% | 790 |
|
|
2020
Q3 | $9K | Hold |
231
| – | – | ﹤0.01% | 734 |
|
|
2020
Q2 | $9K | Hold |
231
| – | – | ﹤0.01% | 747 |
|
|
2020
Q1 | $8K | Hold |
231
| – | – | ﹤0.01% | 753 |
|
|
2019
Q4 | $12K | Hold |
231
| – | – | ﹤0.01% | 611 |
|
|
2019
Q3 | $11K | Hold |
231
| – | – | ﹤0.01% | 562 |
|
|
2019
Q2 | $10K | Hold |
231
| – | – | ﹤0.01% | 587 |
|
|
2019
Q1 | $10K | Hold |
231
| – | – | ﹤0.01% | 571 |
|
|
2018
Q4 | $9K | Hold |
231
| – | – | ﹤0.01% | 536 |
|
|
2018
Q3 | $10K | Hold |
231
| – | – | ﹤0.01% | 558 |
|
|
2018
Q2 | $10K | Hold |
231
| – | – | ﹤0.01% | 527 |
|
|
2018
Q1 | $10K | Hold |
231
| – | – | ﹤0.01% | 485 |
|
|
2017
Q4 | $10K | Hold |
231
| – | – | ﹤0.01% | 470 |
|
|
2017
Q3 | $9K | Hold |
231
| – | – | ﹤0.01% | 484 |
|
|
2017
Q2 | $9K | Hold |
231
| – | – | ﹤0.01% | 491 |
|
|
2017
Q1 | $8K | Hold |
231
| – | – | ﹤0.01% | 473 |
|
|
2016
Q4 | $8K | Buy |
+231
| New | +$7.53K | ﹤0.01% | 421 |
|
Other funds holding IYG
DWM
RIG
SWP
OCA
Allworth Financial's IYG Position: Q2 2026 in Review
Allworth Financial increased its iShares US Financial Services ETF (IYG) stake by 1.4% in Q2 2026, buying an estimated $2.19K and bringing the position to 1,767 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #1638.
Allworth Financial first reported a position in IYG in Q4 2016 and has held it in 39 quarters since. The position peaked at $161K in Q4 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.
- Allworth Financial held 1,767 shares of iShares US Financial Services ETF worth $160K as of Q2 2026.
- Allworth Financial bought 25 iShares US Financial Services ETF shares in Q2 2026, an estimated $2.19K.
- iShares US Financial Services ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1638 holding.
- Allworth Financial first reported a position in iShares US Financial Services ETF in Q4 2016 and has held it in 39 quarters since.
- Allworth Financial's iShares US Financial Services ETF position peaked at $161K in Q4 2025.
- 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.