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Beacon Pointe Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Beacon Pointe 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
Q1 		$8.39M Buy
101,335
+20,703
+26% +$1.82M 0.04% 358
2025
Q4 		$7.44M Buy
80,632
+27,134
+51% +$2.42M 0.05% 311
2025
Q3 		$4.8M Sell
53,498
-11,528
-18% -$1.01M 0.04% 354
2025
Q2 		$5.57M Sell
65,026
-5,087
-7% -$404K 0.06% 290
2025
Q1 		$5.51M Buy
70,113
+4,417
+7% +$356K 0.06% 278
2024
Q4 		$5.11M Sell
65,696
-4,189
-6% -$323K 0.06% 279
2024
Q3 		$4.96M Buy
69,885
+932
+1% +$64K 0.06% 290
2024
Q2 		$4.5M Buy
68,953
+3
+0% +$195 0.05% 305
2024
Q1 		$4.57M Sell
68,950
-13,868
-17% -$861K 0.05% 307
2023
Q4 		$4.95M Sell
82,818
-2,511
-3% -$135K 0.06% 288
2023
Q3 		$4.4M Buy
85,329
+4,731
+6% +$256K 0.05% 297
2023
Q2 		$4.24M Buy
80,598
+603
+0.8% +$30.6K 0.07% 237
2023
Q1 		$4.03M Sell
79,995
-2,442
-3% -$133K 0.07% 254
2022
Q4 		$4.33M Buy
82,437
+10,857
+15% +$569K 0.08% 215
2022
Q3 		$3.36M Sell
71,580
-13,797
-16% -$724K 0.08% 223
2022
Q2 		$4.22M Sell
85,377
-4,587
-5% -$249K 0.09% 204
2022
Q1 		$5.41M Buy
89,964
+30,354
+51% +$1.91M 0.07% 241
2021
Q4 		$3.84M Buy
59,610
+4,515
+8% +$294K 0.1% 169
2021
Q3 		$3.46M Buy
55,095
+1,335
+2% +$83.8K 0.09% 209
2021
Q2 		$3.32M Buy
+53,760
New +$3.28M 0.12% 161

Other funds holding IYG

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Beacon Pointe Advisors's IYG Position: Q1 2026 in Review

Beacon Pointe Advisors increased its iShares US Financial Services ETF (IYG) stake by 26% in Q1 2026, buying an estimated $1.82M and bringing the position to 101,335 shares worth $8.39M. The position accounts for 0.04% of the portfolio, ranked #358.

Beacon Pointe Advisors first reported a position in IYG in Q2 2021 and has held it in 20 quarters since. 264 funds tracked by Wall St. Rank hold IYG as of Q1 2026.

  • Beacon Pointe Advisors held 101,335 shares of iShares US Financial Services ETF worth $8.39M as of Q1 2026.
  • Beacon Pointe Advisors bought 20,703 iShares US Financial Services ETF shares in Q1 2026, an estimated $1.82M.
  • iShares US Financial Services ETF made up 0.04% of Beacon Pointe Advisors's portfolio in Q1 2026, its #358 holding.
  • Beacon Pointe Advisors first reported a position in iShares US Financial Services ETF in Q2 2021 and has held it in 20 quarters since.
  • 264 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.