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B. Riley Wealth Advisors’s iShares US Financial Services ETF IYG Stock Holding History

B. Riley Wealth Advisors’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
-5,196
Closed -$408K – 1224
2025
Q1 		$408K Sell
5,196
-1,305
-20% -$105K 0.01% 835
2024
Q4 		$506K Sell
6,501
-374
-5% -$28.8K 0.02% 691
2024
Q3 		$486K Sell
6,875
-1,541
-18% -$106K 0.01% 750
2024
Q2 		$549K Buy
8,416
+4,902
+139% +$318K 0.01% 774
2024
Q1 		$546K Sell
3,514
-4,895
-58% -$304K 0.01% 752
2023
Q4 		$502K Sell
8,409
-2,133
-20% -$115K 0.01% 809
2023
Q3 		$546K Sell
10,542
-2,352
-18% -$127K 0.01% 752
2023
Q2 		$679K Buy
12,894
+432
+3% +$21.9K 0.02% 724
2023
Q1 		$627K Sell
12,462
-171
-1% -$9.33K 0.02% 719
2022
Q4 		$663K Sell
12,633
-1,797
-12% -$94.2K 0.02% 684
2022
Q3 		$680K Buy
14,430
+7,650
+113% +$401K 0.02% 641
2022
Q2 		$335K Hold
6,780
– – 0.01% 825
2022
Q1 		$408K Sell
6,780
-561
-8% -$35.4K 0.01% 861
2021
Q4 		$473K Sell
7,341
-453
-6% -$29.5K 0.01% 836
2021
Q3 		$489K Sell
7,794
-252
-3% -$15.8K 0.02% 794
2021
Q2 		$497K Buy
8,046
+3
+0% +$183 0.02% 774
2021
Q1 		$460K Buy
8,043
+132
+2% +$7.14K 0.02% 777
2020
Q4 		$396K Sell
7,911
-34,098
-81% -$1.54M 0.02% 611
2020
Q3 		$1.71M Buy
42,009
+6,288
+18% +$259K 0.09% 226
2020
Q2 		$1.42M Buy
+35,721
New +$1.37M 0.1% 219

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

B. Riley Wealth Advisors's IYG Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of iShares US Financial Services ETF (IYG) in Q2 2025, closing a stake of 5,196 shares — an estimated $408K sold.

B. Riley Wealth Advisors first reported a position in IYG in Q2 2020 and held it in 20 quarters. The position peaked at $1.71M in Q3 2020. 249 funds tracked by Wall St. Rank hold IYG as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining iShares US Financial Services ETF position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,196 iShares US Financial Services ETF shares in Q2 2025, an estimated $408K.
  • B. Riley Wealth Advisors first reported a position in iShares US Financial Services ETF in Q2 2020 and held it in 20 quarters.
  • B. Riley Wealth Advisors's iShares US Financial Services ETF position peaked at $1.71M in Q3 2020.
  • 249 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.