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

Aptus Capital 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	$194K	Sell	2,148 -108	-5%	-$9.47K	﹤0.01%	1125
2026 Q1	$187K	Sell	2,256 -15	-0.7%	-$1.32K	﹤0.01%	1036
2025 Q4	$210K	Buy	2,271 +2	+0.1%	+$179	﹤0.01%	1022
2025 Q3	$203K	Buy	2,269 +1	+0%	+$88	﹤0.01%	979
2025 Q2	$194K	Buy	2,268 +178	+9%	+$14.1K	﹤0.01%	955
2025 Q1	$164K	Sell	2,090 -94	-4%	-$7.57K	﹤0.01%	930
2024 Q4	$170K	Buy	2,184 +1,649	+308%	+$127K	﹤0.01%	921
2024 Q3	$38K	Hold	535	–	–	﹤0.01%	967
2024 Q2	$34.9K	Hold	535	–	–	﹤0.01%	931
2024 Q1	$35.5K	Buy	+535	New	+$33.2K	﹤0.01%	923
2023 Q2	–	Sell	-33	Closed	-$1.66K	–	834
2023 Q1	$1.66K	Sell	33 -225	-87%	-$12.3K	﹤0.01%	761
2022 Q4	$13.5K	Hold	258	–	–	﹤0.01%	677
2022 Q3	$12K	Buy	+258	New	+$13.5K	﹤0.01%	647

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

Aptus Capital Advisors's IYG Position: Q2 2026 in Review

Aptus Capital Advisors reduced its iShares US Financial Services ETF (IYG) stake by 4.8% in Q2 2026, selling an estimated $9.47K and leaving 2,148 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #1125.

Aptus Capital Advisors first reported a position in IYG in Q3 2022 and has held it in 13 quarters since. The position peaked at $210K in Q4 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Aptus Capital Advisors held 2,148 shares of iShares US Financial Services ETF worth $194K as of Q2 2026.
Aptus Capital Advisors sold 108 iShares US Financial Services ETF shares in Q2 2026, an estimated $9.47K.
iShares US Financial Services ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1125 holding.
Aptus Capital Advisors first reported a position in iShares US Financial Services ETF in Q3 2022 and has held it in 13 quarters since.
Aptus Capital Advisors's iShares US Financial Services ETF position peaked at $210K in Q4 2025.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.