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Baltimore-Washington Financial Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Baltimore-Washington Financial 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
2026
Q2 		$10.5M Sell
116,377
-312,323
-73% -$27.4M 0.39% 65
2026
Q1 		$35.5M Buy
428,700
+12,132
+3% +$1.06M 1.53% 22
2025
Q4 		$38.4M Buy
416,568
+11,741
+3% +$1.05M 1.6% 21
2025
Q3 		$36.3M Buy
404,827
+11,164
+3% +$981K 1.56% 25
2025
Q2 		$33.7M Sell
393,663
-2,946
-0.7% -$234K 1.57% 24
2025
Q1 		$31.2M Buy
396,609
+6,815
+2% +$549K 1.65% 21
2024
Q4 		$30.3M Buy
389,794
+8,000
+2% +$617K 1.56% 21
2024
Q3 		$27.1M Buy
381,794
+8,367
+2% +$575K 1.46% 22
2024
Q2 		$24.4M Buy
373,427
+12,314
+3% +$800K 1.41% 21
2024
Q1 		$23.9M Buy
361,113
+12,282
+4% +$763K 1.49% 22
2023
Q4 		$20.8M Buy
348,831
+18,189
+6% +$979K 1.44% 23
2023
Q3 		$17M Buy
330,642
+8,250
+3% +$446K 1.38% 25
2023
Q2 		$17M Buy
322,392
+122,313
+61% +$6.2M 1.35% 24
2023
Q1 		$10.1M Buy
200,079
+19,866
+11% +$1.08M 0.89% 38
2022
Q4 		$9.46M Buy
180,213
+26,370
+17% +$1.38M 0.93% 41
2022
Q3 		$7.71M Buy
153,843
+4,155
+3% +$218K 0.65% 48
2022
Q2 		$7.39M Buy
149,688
+72
+0% +$3.9K 0.79% 49
2022
Q1 		$8.62M Buy
149,616
+3,126
+2% +$197K 0.84% 49
2021
Q4 		$9.43M Sell
146,490
-2,670
-2% -$174K 0.76% 54
2021
Q3 		$9.36M Sell
149,160
-135
-0.1% -$8.47K 0.82% 53
2021
Q2 		$9.22M Sell
149,295
-276
-0.2% -$16.9K 0.86% 49
2021
Q1 		$8.54M Sell
149,571
-1,305
-0.9% -$70.6K 0.87% 48
2020
Q4 		$7.55M Sell
150,876
-14,667
-9% -$662K 0.82% 50
2020
Q3 		$6.73M Sell
165,543
-15,246
-8% -$629K 0.87% 46
2020
Q2 		$7.2M Sell
180,789
-2,592
-1% -$99.6K 0.99% 41
2020
Q1 		$6.28M Buy
183,381
+219
+0.1% +$9.99K 1.13% 40
2019
Q4 		$9.27M Buy
183,162
+23,865
+15% +$1.15M 1.36% 33
2019
Q3 		$7.24M Sell
159,297
-1,413
-0.9% -$63.7K 1.19% 36
2019
Q2 		$7.17M Sell
160,710
-1,551
-1% -$67.9K 1.21% 39
2019
Q1 		$6.75M Buy
162,261
+81
+0% +$3.36K 1.18% 40
2018
Q4 		$6.07M Sell
162,180
-3,453
-2% -$142K 1.26% 37
2018
Q3 		$7.36M Sell
165,633
-20,136
-11% -$911K 1.33% 40
2018
Q2 		$8.03M Buy
185,769
+9,981
+6% +$442K 1.59% 30
2018
Q1 		$7.67M Buy
175,788
+6,225
+4% +$283K 1.68% 27
2017
Q4 		$7.37M Buy
169,563
+4,095
+2% +$171K 1.55% 29
2017
Q3 		$6.61M Buy
165,468
+7,023
+4% +$269K 1.5% 34
2017
Q2 		$5.99M Buy
158,445
+2,034
+1% +$73.9K 1.44% 35
2017
Q1 		$5.69M Buy
156,411
+22,257
+17% +$817K 1.45% 32
2016
Q4 		$4.75M Buy
+134,154
New +$4.37M 1.3% 39

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

Baltimore-Washington Financial Advisors's IYG Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors reduced its iShares US Financial Services ETF (IYG) stake by 73% in Q2 2026, selling an estimated $27.4M and leaving 116,377 shares worth $10.5M. The position accounts for 0.39% of the portfolio, ranked #65.

Baltimore-Washington Financial Advisors first reported a position in IYG in Q4 2016 and has held it in 39 quarters since. The position peaked at $38.4M in Q4 2025. 261 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Baltimore-Washington Financial Advisors held 116,377 shares of iShares US Financial Services ETF worth $10.5M as of Q2 2026.
  • Baltimore-Washington Financial Advisors sold 312,323 iShares US Financial Services ETF shares in Q2 2026, an estimated $27.4M.
  • iShares US Financial Services ETF made up 0.39% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #65 holding.
  • Baltimore-Washington Financial Advisors first reported a position in iShares US Financial Services ETF in Q4 2016 and has held it in 39 quarters since.
  • Baltimore-Washington Financial Advisors's iShares US Financial Services ETF position peaked at $38.4M in Q4 2025.
  • 261 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.