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

AlphaCore Capital’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	$45.2K	Sell	500 -2,276	-82%	-$200K	﹤0.01%	1292
2026 Q1	$230K	Buy	2,776 +2	+0.1%	+$176	0.01%	790
2025 Q4	$256K	Buy	2,774 +2,251	+430%	+$201K	0.01%	876
2025 Q3	$46.9K	Buy	523 +1	+0.2%	+$88	﹤0.01%	878
2025 Q2	$44.7K	Buy	522 +481	+1,173%	+$38.2K	﹤0.01%	826
2025 Q1	$3.22K	Buy	+41	New	+$3.3K	﹤0.01%	726

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

AlphaCore Capital's IYG Position: Q2 2026 in Review

AlphaCore Capital reduced its iShares US Financial Services ETF (IYG) stake by 82% in Q2 2026, selling an estimated $200K and leaving 500 shares worth $45.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

AlphaCore Capital first reported a position in IYG in Q1 2025 and has held it in 6 quarters since. The position peaked at $256K in Q4 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

AlphaCore Capital held 500 shares of iShares US Financial Services ETF worth $45.2K as of Q2 2026.
AlphaCore Capital sold 2,276 iShares US Financial Services ETF shares in Q2 2026, an estimated $200K.
iShares US Financial Services ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1292 holding.
AlphaCore Capital first reported a position in iShares US Financial Services ETF in Q1 2025 and has held it in 6 quarters since.
AlphaCore Capital's iShares US Financial Services ETF position peaked at $256K in Q4 2025.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.