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

Anfield Capital 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
Q4 		– Sell
-85,127
Closed -$7.63M – 590
2025
Q3 		$7.63M Sell
85,127
-38,864
-31% -$3.42M 2.25% 9
2025
Q2 		$10.6M Sell
123,991
-1,628
-1% -$129K 3.51% 7
2025
Q1 		$9.87M Buy
+125,619
New +$10.1M 3.64% 6

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Anfield Capital Management's IYG Position: Q4 2025 in Review

Anfield Capital Management sold out of iShares US Financial Services ETF (IYG) in Q4 2025, closing a stake of 85,127 shares — an estimated $7.63M sold.

Anfield Capital Management first reported a position in IYG in Q1 2025 and held it in 3 quarters. The position peaked at $10.6M in Q2 2025. 261 funds tracked by Wall St. Rank hold IYG as of Q4 2025.

  • Anfield Capital Management reported no remaining iShares US Financial Services ETF position as of Q4 2025 after selling out during the quarter.
  • Anfield Capital Management sold 85,127 iShares US Financial Services ETF shares in Q4 2025, an estimated $7.63M.
  • Anfield Capital Management first reported a position in iShares US Financial Services ETF in Q1 2025 and held it in 3 quarters.
  • Anfield Capital Management's iShares US Financial Services ETF position peaked at $10.6M in Q2 2025.
  • 261 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2025.

Based on Anfield Capital Management's 13F filing for Q4 2025, filed 3 Feb 2026.