Ameriprise
IYG icon

Ameriprise’s iShares US Financial Services ETF IYG Stock Holding History

Ameriprise’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
Q1 		$16.5M Sell
199,385
-28,416
-12% -$2.49M ﹤0.01% 1547
2025
Q4 		$21M Buy
227,801
+39,648
+21% +$3.54M ﹤0.01% 1383
2025
Q3 		$16.9M Buy
188,153
+83,297
+79% +$7.32M ﹤0.01% 1524
2025
Q2 		$8.97M Buy
104,856
+5,464
+5% +$433K ﹤0.01% 1900
2025
Q1 		$7.81M Buy
99,392
+63,597
+178% +$5.12M ﹤0.01% 1955
2024
Q4 		$2.79M Buy
35,795
+5,387
+18% +$416K ﹤0.01% 2734
2024
Q3 		$2.16M Sell
30,408
-2,611
-8% -$179K ﹤0.01% 2877
2024
Q2 		$2.15M Buy
33,019
+1,198
+4% +$77.8K ﹤0.01% 2829
2024
Q1 		$2.11M Sell
31,821
-768
-2% -$47.7K ﹤0.01% 2842
2023
Q4 		$1.95M Sell
32,589
-519
-2% -$27.9K ﹤0.01% 2886
2023
Q3 		$1.71M Sell
33,108
-19,092
-37% -$1.03M ﹤0.01% 2896
2023
Q2 		$2.75M Buy
52,200
+471
+0.9% +$23.9K ﹤0.01% 2719
2023
Q1 		$2.6M Sell
51,729
-23,508
-31% -$1.28M ﹤0.01% 2711
2022
Q4 		$3.93M Sell
75,237
-843
-1% -$44.2K ﹤0.01% 2461
2022
Q3 		$3.58M Sell
76,080
-13,155
-15% -$690K ﹤0.01% 2461
2022
Q2 		$4.41M Sell
89,235
-83,073
-48% -$4.5M ﹤0.01% 2374
2022
Q1 		$10.4M Buy
172,308
+21,798
+14% +$1.37M ﹤0.01% 1888
2021
Q4 		$9.69M Sell
150,510
-1,587
-1% -$103K ﹤0.01% 2006
2021
Q3 		$9.55M Sell
152,097
-6,387
-4% -$401K ﹤0.01% 1893
2021
Q2 		$9.79M Buy
158,484
+101,274
+177% +$6.19M ﹤0.01% 1957
2021
Q1 		$3.27M Sell
57,210
-7,473
-12% -$404K ﹤0.01% 2645
2020
Q4 		$3.24M Sell
64,683
-215,259
-77% -$9.71M ﹤0.01% 2546
2020
Q3 		$11.3M Buy
279,942
+52,125
+23% +$2.15M ﹤0.01% 1468
2020
Q2 		$9.05M Buy
227,817
+189,891
+501% +$7.3M ﹤0.01% 1604
2020
Q1 		$1.3M Sell
37,926
-56,037
-60% -$2.56M ﹤0.01% 2703
2019
Q4 		$4.91M Buy
93,963
+58,926
+168% +$2.83M ﹤0.01% 2241
2019
Q3 		$1.59M Buy
35,037
+6,984
+25% +$315K ﹤0.01% 2806
2019
Q2 		$1.25M Sell
28,053
-2,076
-7% -$90.9K ﹤0.01% 2979
2019
Q1 		$1.26M Buy
30,129
+708
+2% +$29.3K ﹤0.01% 2947
2018
Q4 		$1.1M Sell
29,421
-21,294
-42% -$878K ﹤0.01% 2904
2018
Q3 		$2.25M Sell
50,715
-70,410
-58% -$3.19M ﹤0.01% 2777
2018
Q2 		$5.23M Buy
121,125
+71,274
+143% +$3.16M ﹤0.01% 2213
2018
Q1 		$2.18M Sell
49,851
-3,498
-7% -$159K ﹤0.01% 2661
2017
Q4 		$2.31M Buy
53,349
+7,041
+15% +$294K ﹤0.01% 2583
2017
Q3 		$1.85M Sell
46,308
-1,098
-2% -$42K ﹤0.01% 2655
2017
Q2 		$1.79M Sell
47,406
-11,085
-19% -$403K ﹤0.01% 2663
2017
Q1 		$2.13M Sell
58,491
-17,982
-24% -$660K ﹤0.01% 2553
2016
Q4 		$2.71M Buy
76,473
+58,908
+335% +$1.92M ﹤0.01% 2480
2016
Q3 		$514K Sell
17,565
-5,868
-25% -$169K ﹤0.01% 3194
2016
Q2 		$630K Buy
23,433
+783
+3% +$21.9K ﹤0.01% 3071
2016
Q1 		$613K Sell
22,650
-1,356
-6% -$35.8K ﹤0.01% 3073
2015
Q4 		$720K Buy
24,006
+11,709
+95% +$355K ﹤0.01% 3097
2015
Q3 		$350K Buy
12,297
+954
+8% +$29.3K ﹤0.01% 3418
2015
Q2 		$355K Buy
11,343
+39
+0.3% +$1.21K ﹤0.01% 3591
2015
Q1 		$337K Sell
11,304
-486
-4% -$14.4K ﹤0.01% 3367
2014
Q4 		$361K Buy
11,790
+1,356
+13% +$39.9K ﹤0.01% 3256
2014
Q3 		$300K Buy
10,434
+8,163
+359% +$232K ﹤0.01% 3223
2014
Q2 		$64K Sell
2,271
-357
-14% -$9.81K ﹤0.01% 3784
2014
Q1 		$74K Sell
2,628
-444
-14% -$12.3K ﹤0.01% 3639
2013
Q4 		$86K Buy
3,072
+1,566
+104% +$41.2K ﹤0.01% 3442
2013
Q3 		$37K Sell
1,506
-117
-7% -$2.93K ﹤0.01% 3993
2013
Q2 		$39K Buy
+1,623
New +$37.4K ﹤0.01% 3855

Other funds holding IYG

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise's IYG Position: Q1 2026 in Review

Ameriprise reduced its iShares US Financial Services ETF (IYG) stake by 12% in Q1 2026, selling an estimated $2.49M and leaving 199,385 shares worth $16.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1547.

Ameriprise first reported a position in IYG in Q2 2013 and has held it in 52 quarters since. The position peaked at $21M in Q4 2025. 264 funds tracked by Wall St. Rank hold IYG as of Q1 2026.

  • Ameriprise held 199,385 shares of iShares US Financial Services ETF worth $16.5M as of Q1 2026.
  • Ameriprise sold 28,416 iShares US Financial Services ETF shares in Q1 2026, an estimated $2.49M.
  • iShares US Financial Services ETF made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #1547 holding.
  • Ameriprise first reported a position in iShares US Financial Services ETF in Q2 2013 and has held it in 52 quarters since.
  • Ameriprise's iShares US Financial Services ETF position peaked at $21M in Q4 2025.
  • 264 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.