Arax Advisory Partners’s iShares US Financial Services ETF IYG Stock Holding History

Arax Advisory Partners’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	$443K	Buy	4,899 +3,069	+168%	+$269K	﹤0.01%	1713
2026 Q1	$152K	Buy	1,830 +723	+65%	+$63.4K	﹤0.01%	1202
2025 Q4	$102K	Buy	+1,107	New	+$98.8K	﹤0.01%	1334
2025 Q3	–	Sell	-922	Closed	-$78.9K	–	3987
2025 Q2	$78.9K	Buy	922 +15	+2%	+$1.19K	﹤0.01%	1039
2025 Q1	$71.2K	Buy	907 +49	+6%	+$3.95K	﹤0.01%	831
2024 Q4	$66.8K	Buy	858 +333	+63%	+$25.7K	﹤0.01%	809
2024 Q3	$37.3K	Hold	525	–	–	﹤0.01%	824
2024 Q2	$34.2K	Hold	525	–	–	﹤0.01%	789
2024 Q1	$34.8K	Hold	525	–	–	﹤0.01%	566
2023 Q4	$31.4K	Hold	525	–	–	﹤0.01%	566
2023 Q3	$27.1K	Buy	+525	New	+$28.4K	﹤0.01%	548
2022 Q3	–	Sell	-150	Closed	-$7K	–	1238
2022 Q2	$7K	Hold	150	–	–	﹤0.01%	703
2022 Q1	$9K	Hold	150	–	–	﹤0.01%	669
2021 Q4	$10K	Hold	150	–	–	﹤0.01%	657
2021 Q3	$9K	Buy	+150	New	+$9.41K	﹤0.01%	657

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

Arax Advisory Partners's IYG Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares US Financial Services ETF (IYG) stake by 168% in Q2 2026, buying an estimated $269K and bringing the position to 4,899 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #1713.

Arax Advisory Partners first reported a position in IYG in Q3 2021 and has held it in 15 quarters since. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Arax Advisory Partners held 4,899 shares of iShares US Financial Services ETF worth $443K as of Q2 2026.
Arax Advisory Partners bought 3,069 iShares US Financial Services ETF shares in Q2 2026, an estimated $269K.
iShares US Financial Services ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1713 holding.
Arax Advisory Partners first reported a position in iShares US Financial Services ETF in Q3 2021 and has held it in 15 quarters since.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.