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

Atala 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
Q2 		– Sell
-240
Closed -$18.9K – 292
2025
Q1 		$18.9K Hold
240
– – 0.01% 251
2024
Q4 		$18.7K Buy
+240
New +$18.5K 0.01% 262

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
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

Atala Financial's IYG Position: Q2 2025 in Review

Atala Financial sold out of iShares US Financial Services ETF (IYG) in Q2 2025, closing a stake of 240 shares — an estimated $18.9K sold.

Atala Financial first reported a position in IYG in Q4 2024 and held it in 2 quarters. The position peaked at $18.9K in Q1 2025. 249 funds tracked by Wall St. Rank hold IYG as of Q2 2025.

  • Atala Financial reported no remaining iShares US Financial Services ETF position as of Q2 2025 after selling out during the quarter.
  • Atala Financial sold 240 iShares US Financial Services ETF shares in Q2 2025, an estimated $18.9K.
  • Atala Financial first reported a position in iShares US Financial Services ETF in Q4 2024 and held it in 2 quarters.
  • Atala Financial's iShares US Financial Services ETF position peaked at $18.9K in Q1 2025.
  • 249 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.