Avidian Wealth Enterprises’s iShares US Financial Services ETF IYG Stock Holding History

Avidian Wealth Enterprises’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	$331K	Sell	3,663 -994	-21%	-$87.2K	0.01%	570
2026 Q1	$386K	Hold	4,657	–	–	0.01%	489
2025 Q4	$430K	Buy	4,657 +1	+0%	+$89	0.02%	404
2025 Q3	$417K	Buy	4,656 +1	+0%	+$88	0.02%	406
2025 Q2	$398K	Buy	4,655 +1	+0%	+$79	0.02%	387
2025 Q1	$366K	Buy	4,654 +1	+0%	+$81	0.02%	370
2024 Q4	$362K	Buy	4,653 +1	+0%	+$77	0.02%	361
2024 Q3	$330K	Buy	4,652 +1	+0%	+$69	0.02%	381
2024 Q2	$303K	Buy	+4,651	New	+$302K	0.01%	388
2021 Q1	–	Sell	-4,068	Closed	-$203K	–	384
2020 Q4	$203K	Sell	4,068 -4,080	-50%	-$184K	0.02%	303
2020 Q3	$331K	Buy	8,148 +2,124	+35%	+$87.6K	0.04%	204
2020 Q2	$240K	Buy	+6,024	New	+$231K	0.03%	226

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

Avidian Wealth Enterprises's IYG Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its iShares US Financial Services ETF (IYG) stake by 21% in Q2 2026, selling an estimated $87.2K and leaving 3,663 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #570.

Avidian Wealth Enterprises first reported a position in IYG in Q2 2020 and has held it in 12 quarters since. The position peaked at $430K in Q4 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Avidian Wealth Enterprises held 3,663 shares of iShares US Financial Services ETF worth $331K as of Q2 2026.
Avidian Wealth Enterprises sold 994 iShares US Financial Services ETF shares in Q2 2026, an estimated $87.2K.
iShares US Financial Services ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #570 holding.
Avidian Wealth Enterprises first reported a position in iShares US Financial Services ETF in Q2 2020 and has held it in 12 quarters since.
Avidian Wealth Enterprises's iShares US Financial Services ETF position peaked at $430K in Q4 2025.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.