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

Bellwether 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 Q3	–	Sell	-42	Closed	-$3.6K	–	355
2025 Q2	$3.6K	Hold	42	–	–	﹤0.01%	451
2025 Q1	$3.3K	Hold	42	–	–	﹤0.01%	401
2024 Q4	$3.27K	Buy	+42	New	+$3.24K	﹤0.01%	412
2023 Q2	–	Sell	-42	Closed	-$2.11K	–	272
2023 Q1	$2.11K	Hold	42	–	–	﹤0.01%	344
2022 Q4	$2.21K	Hold	42	–	–	﹤0.01%	350
2022 Q3	$1K	Sell	42 -42	-50%	-$2.2K	﹤0.01%	431
2022 Q2	$4K	Hold	84	–	–	﹤0.01%	302
2022 Q1	$5K	Hold	84	–	–	﹤0.01%	366
2021 Q4	$5K	Hold	84	–	–	﹤0.01%	400
2021 Q3	$5K	Hold	84	–	–	﹤0.01%	367
2021 Q2	$5K	Hold	84	–	–	﹤0.01%	321
2021 Q1	$4K	Hold	84	–	–	﹤0.01%	316
2020 Q4	$4K	Buy	+84	New	+$3.79K	﹤0.01%	277

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Bellwether Advisors's IYG Position: Q3 2025 in Review

Bellwether Advisors sold out of iShares US Financial Services ETF (IYG) in Q3 2025, closing a stake of 42 shares — an estimated $3.6K sold.

Bellwether Advisors first reported a position in IYG in Q4 2020 and held it in 13 quarters. The position peaked at $5K in Q1 2022. 252 funds tracked by Wall St. Rank hold IYG as of Q3 2025.

Bellwether Advisors reported no remaining iShares US Financial Services ETF position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 42 iShares US Financial Services ETF shares in Q3 2025, an estimated $3.6K.
Bellwether Advisors first reported a position in iShares US Financial Services ETF in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's iShares US Financial Services ETF position peaked at $5K in Q1 2022.
252 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.