AA
IYG icon

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

Ancora 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
2026
Q2 		$21.7K Hold
240
– – ﹤0.01% 1296
2026
Q1 		$19.9K Hold
240
– – ﹤0.01% 1541
2025
Q4 		$22.1K Hold
240
– – ﹤0.01% 1506
2025
Q3 		$21.5K Hold
240
– – ﹤0.01% 1219
2025
Q2 		$20.5K Hold
240
– – ﹤0.01% 1223
2025
Q1 		$18.9K Hold
240
– – ﹤0.01% 1207
2024
Q4 		$18.7K Hold
240
– – ﹤0.01% 1226
2024
Q3 		$17K Hold
240
– – ﹤0.01% 1226
2024
Q2 		$15.7K Sell
240
-84
-26% -$5.46K ﹤0.01% 1213
2024
Q1 		$21.5K Hold
324
– – ﹤0.01% 1179
2023
Q4 		$19.4K Hold
324
– – ﹤0.01% 1173
2023
Q3 		$16.7K Hold
324
– – ﹤0.01% 1181
2023
Q2 		$17.1K Hold
324
– – ﹤0.01% 1166
2023
Q1 		$16.3K Buy
324
+75
+30% +$4.09K ﹤0.01% 1177
2022
Q4 		$13K Hold
249
– – ﹤0.01% 1274
2022
Q3 		$12K Hold
249
– – ﹤0.01% 1449
2022
Q2 		$12K Hold
249
– – ﹤0.01% 1549
2022
Q1 		$15K Buy
+249
New +$15.7K ﹤0.01% 1626
2021
Q3 		– Sell
-450
Closed -$28K – 2257
2021
Q2 		$28K Sell
450
-207
-32% -$12.6K ﹤0.01% 1256
2021
Q1 		$38K Buy
657
+474
+259% +$25.6K ﹤0.01% 1153
2020
Q4 		$9K Sell
183
-1,452
-89% -$65.5K ﹤0.01% 1221
2020
Q3 		$67K Buy
+1,635
New +$67.4K ﹤0.01% 799

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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ancora Advisors's IYG Position: Q2 2026 in Review

Ancora Advisors held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 240 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1296.

Ancora Advisors first reported a position in IYG in Q3 2020 and has held it in 22 quarters since. The position peaked at $67K in Q3 2020. 261 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Ancora Advisors held 240 shares of iShares US Financial Services ETF worth $21.7K as of Q2 2026.
  • Ancora Advisors left its iShares US Financial Services ETF share count unchanged in Q2 2026.
  • iShares US Financial Services ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1296 holding.
  • Ancora Advisors first reported a position in iShares US Financial Services ETF in Q3 2020 and has held it in 22 quarters since.
  • Ancora Advisors's iShares US Financial Services ETF position peaked at $67K in Q3 2020.
  • 261 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.