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

Apexium Financial’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 Q3	$715K	Hold	7,980	–	–	0.03%	158
2025 Q2	$683K	Hold	7,980	–	–	0.04%	159
2025 Q1	$627K	Hold	7,980	–	–	0.04%	154
2024 Q4	$621K	Hold	7,980	–	–	0.04%	145
2024 Q3	$567K	Hold	7,980	–	–	0.04%	134
2024 Q2	$520K	Hold	7,980	–	–	0.04%	135
2024 Q1	$529K	Hold	7,980	–	–	0.04%	136
2023 Q4	$477K	Hold	7,980	–	–	0.03%	175
2023 Q3	$414K	Sell	7,980 -351	-4%	-$19K	0.04%	143
2023 Q2	$439K	Hold	8,331	–	–	0.04%	145
2023 Q1	$419K	Hold	8,331	–	–	0.04%	145
2022 Q4	$437K	Hold	8,331	–	–	0.05%	140
2022 Q3	$392K	Buy	+8,331	New	+$437K	0.05%	135

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Apexium Financial's IYG Position: Q3 2025 in Review

Apexium Financial held its iShares US Financial Services ETF (IYG) position steady in Q3 2025 at 7,980 shares worth $715K. The position accounts for 0.03% of the portfolio, ranked #158.

Apexium Financial first reported a position in IYG in Q3 2022 and has held it in 13 quarters since. 252 funds tracked by Wall St. Rank hold IYG as of Q3 2025.

Apexium Financial held 7,980 shares of iShares US Financial Services ETF worth $715K as of Q3 2025.
Apexium Financial left its iShares US Financial Services ETF share count unchanged in Q3 2025.
iShares US Financial Services ETF made up 0.03% of Apexium Financial's portfolio in Q3 2025, its #158 holding.
Apexium Financial first reported a position in iShares US Financial Services ETF in Q3 2022 and has held it in 13 quarters since.
252 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.