Bessemer Group’s iShares US Financial Services ETF IYG Stock Holding History

Bessemer Group’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	$90K	Buy	+1,000	New	+$87.7K	﹤0.01%	1547
2025 Q4	–	Sell	-297	Closed	-$27K	–	2621
2025 Q3	$27K	Sell	297 -709	-70%	-$62.3K	﹤0.01%	1603
2025 Q2	$86K	Buy	1,006 +655	+187%	+$52K	﹤0.01%	1245
2025 Q1	$28K	Buy	351 +126	+56%	+$10.1K	﹤0.01%	1429
2024 Q4	$18K	Hold	225	–	–	﹤0.01%	1552
2024 Q3	$16K	Hold	225	–	–	﹤0.01%	1546
2024 Q2	$15K	Hold	225	–	–	﹤0.01%	1436
2024 Q1	$15K	Hold	225	–	–	﹤0.01%	1480
2023 Q4	$13K	Hold	225	–	–	﹤0.01%	1536
2023 Q3	$12K	Buy	+225	New	+$12.2K	﹤0.01%	1544
2019 Q3	–	Sell	-117	Closed	-$5K	–	1780
2019 Q2	$5K	Hold	117	–	–	﹤0.01%	1535
2019 Q1	$5K	Sell	117 -5,463	-98%	-$226K	﹤0.01%	1593
2018 Q4	$209K	Hold	5,580	–	–	﹤0.01%	966
2018 Q3	$248K	Hold	5,580	–	–	﹤0.01%	942
2018 Q2	$241K	Hold	5,580	–	–	﹤0.01%	956
2018 Q1	$244K	Hold	5,580	–	–	﹤0.01%	978
2017 Q4	$243K	Hold	5,580	–	–	﹤0.01%	985
2017 Q3	$223K	Hold	5,580	–	–	﹤0.01%	1037
2017 Q2	$211K	Sell	5,580 -2,154	-28%	-$78.3K	﹤0.01%	1049
2017 Q1	$281K	Buy	+7,734	New	+$284K	﹤0.01%	1017

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

Bessemer Group's IYG Position: Q2 2026 in Review

Bessemer Group opened a new position in iShares US Financial Services ETF (IYG) in Q2 2026: 1,000 shares worth $90K. The stake represents ﹤0.01% of the portfolio and ranks #1547 among its holdings. This is a return to the name: Bessemer Group previously reported a position in IYG as recently as Q3 2025.

Bessemer Group first reported a position in IYG in Q1 2017 and has held it in 20 quarters since. The position peaked at $281K in Q1 2017. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Bessemer Group held 1,000 shares of iShares US Financial Services ETF worth $90K as of Q2 2026.
iShares US Financial Services ETF was a new Bessemer Group position in Q2 2026.
iShares US Financial Services ETF made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #1547 holding.
Bessemer Group first reported a position in iShares US Financial Services ETF in Q1 2017 and has held it in 20 quarters since.
Bessemer Group's iShares US Financial Services ETF position peaked at $281K in Q1 2017.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.