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

Avantax Advisory Services’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	$708K	Sell	8,276 -565	-6%	-$44.8K	﹤0.01%	1370
2025 Q1	$694K	Buy	8,841 +1,542	+21%	+$124K	﹤0.01%	1310
2024 Q4	$568K	Buy	7,299 +181	+3%	+$14K	﹤0.01%	1363
2024 Q3	$506K	Sell	7,118 -243	-3%	-$16.7K	﹤0.01%	1404
2024 Q2	$480K	Sell	7,361 -309	-4%	-$20.1K	﹤0.01%	1390
2024 Q1	$509K	Sell	7,670 -535	-7%	-$33.2K	﹤0.01%	1027
2023 Q4	$490K	Buy	8,205 +936	+13%	+$50.4K	﹤0.01%	991
2023 Q3	$375K	Hold	7,269	–	–	﹤0.01%	1070
2023 Q2	$383K	Buy	7,269 +492	+7%	+$24.9K	﹤0.01%	1058
2023 Q1	$341K	Sell	6,777 -102	-1%	-$5.57K	﹤0.01%	1080
2022 Q4	$361K	Sell	6,879 -219	-3%	-$11.5K	﹤0.01%	1018
2022 Q3	$334K	Sell	7,098 -195	-3%	-$10.2K	0.01%	952
2022 Q2	$360K	Sell	7,293 -159	-2%	-$8.62K	0.01%	925
2022 Q1	$446K	Sell	7,452 -57	-0.8%	-$3.59K	0.01%	834
2021 Q4	$483K	Buy	7,509 +945	+14%	+$61.6K	0.01%	773
2021 Q3	$411K	Buy	6,564 +48	+0.7%	+$3.01K	0.01%	791
2021 Q2	$400K	Sell	6,516 -306	-4%	-$18.7K	0.01%	786
2021 Q1	$389K	Sell	6,822 -17,751	-72%	-$961K	0.01%	701
2020 Q4	$1.24M	Sell	24,573 -12,852	-34%	-$580K	0.03%	359
2020 Q3	$1.52M	Buy	37,425 +27,942	+295%	+$1.15M	0.02%	417
2020 Q2	$376K	Hold	9,483	–	–	0.01%	559
2020 Q1	$325K	Hold	9,483	–	–	0.01%	549
2019 Q4	$479K	Sell	9,483 -3,555	-27%	-$171K	0.01%	491
2019 Q3	$593K	Sell	13,038 -10,128	-44%	-$457K	0.02%	294
2019 Q2	$1.03M	Sell	23,166 -17,655	-43%	-$773K	0.05%	189
2019 Q1	$1.7M	Buy	40,821 +2,442	+6%	+$101K	0.09%	126
2018 Q4	$1.44M	Buy	+38,379	New	+$1.58M	0.24%	104

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Avantax Advisory Services's IYG Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares US Financial Services ETF (IYG) stake by 6.4% in Q2 2025, selling an estimated $44.8K and leaving 8,276 shares worth $708K. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

Avantax Advisory Services first reported a position in IYG in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.7M in Q1 2019. 249 funds tracked by Wall St. Rank hold IYG as of Q2 2025.

Avantax Advisory Services held 8,276 shares of iShares US Financial Services ETF worth $708K as of Q2 2025.
Avantax Advisory Services sold 565 iShares US Financial Services ETF shares in Q2 2025, an estimated $44.8K.
iShares US Financial Services ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1370 holding.
Avantax Advisory Services first reported a position in iShares US Financial Services ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's iShares US Financial Services ETF position peaked at $1.7M in Q1 2019.
249 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.