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Arkansas Financial Group’s iShares US Financial Services ETF IYG Stock Holding History

Arkansas Financial Group’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 		$11.8M Buy
130,414
+2,588
+2% +$227K 1.54% 15
2026
Q1 		$11M Buy
127,826
+5,409
+4% +$475K 1.53% 17
2025
Q4 		$11.3M Buy
122,417
+6,358
+5% +$567K 1.63% 17
2025
Q3 		$10.4M Sell
116,059
-2,454
-2% -$216K 1.53% 17
2025
Q2 		$10.1M Sell
118,513
-1,463
-1% -$116K 1.58% 17
2025
Q1 		$8.64M Sell
119,976
-4,017
-3% -$324K 1.49% 17
2024
Q4 		$9.65M Sell
123,993
-14,708
-11% -$1.13M 1.56% 17
2024
Q3 		$9.85M Sell
138,701
-880
-0.6% -$60.5K 1.61% 16
2024
Q2 		$9.1M Sell
139,581
-1,188
-0.8% -$77.2K 1.62% 15
2024
Q1 		$9.33M Sell
140,769
-3,279
-2% -$204K 1.64% 14
2023
Q4 		$8.6M Buy
144,048
+435
+0.3% +$23.4K 1.59% 15
2023
Q3 		$7.4M Sell
143,613
-804
-0.6% -$43.5K 1.51% 18
2023
Q2 		$7.61M Buy
144,417
+7,044
+5% +$357K 1.52% 18
2023
Q1 		$6.91M Buy
137,373
+3,150
+2% +$172K 1.44% 18
2022
Q4 		$7.05M Sell
134,223
-6,177
-4% -$324K 1.54% 16
2022
Q3 		$6.61M Buy
140,400
+1,587
+1% +$83.3K 1.57% 16
2022
Q2 		$6.86M Buy
138,813
+6,012
+5% +$326K 1.56% 16
2022
Q1 		$7.98M Buy
132,801
+255
+0.2% +$16.1K 1.65% 15
2021
Q4 		$8.53M Buy
132,546
+7,605
+6% +$496K 1.71% 14
2021
Q3 		$7.84M Buy
124,941
+5,757
+5% +$361K 1.72% 13
2021
Q2 		$7.36M Sell
119,184
-1,413
-1% -$86.3K 1.67% 13
2021
Q1 		$6.88M Sell
120,597
-3,189
-3% -$173K 1.65% 13
2020
Q4 		$6.19M Buy
123,786
+21,684
+21% +$978K 1.58% 13
2020
Q3 		$4.15M Buy
102,102
+31,506
+45% +$1.3M 1.22% 15
2020
Q2 		$2.81M Buy
70,596
+14,322
+25% +$550K 0.89% 16
2020
Q1 		$1.93M Buy
+56,274
New +$2.57M 0.72% 17

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

Arkansas Financial Group's IYG Position: Q2 2026 in Review

Arkansas Financial Group increased its iShares US Financial Services ETF (IYG) stake by 2% in Q2 2026, buying an estimated $227K and bringing the position to 130,414 shares worth $11.8M. The position accounts for 1.54% of the portfolio, ranked #15.

Arkansas Financial Group first reported a position in IYG in Q1 2020 and has held it in 26 quarters since. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Arkansas Financial Group held 130,414 shares of iShares US Financial Services ETF worth $11.8M as of Q2 2026.
  • Arkansas Financial Group bought 2,588 iShares US Financial Services ETF shares in Q2 2026, an estimated $227K.
  • iShares US Financial Services ETF made up 1.54% of Arkansas Financial Group's portfolio in Q2 2026, its #15 holding.
  • Arkansas Financial Group first reported a position in iShares US Financial Services ETF in Q1 2020 and has held it in 26 quarters since.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Arkansas Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.