Brandywine Oak Private Wealth’s iShares US Financial Services ETF IYG Stock Holding History

Brandywine Oak Private Wealth’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	–	Sell	-3,216	Closed	-$297K	–	236
2025 Q4	$297K	Buy	+3,216	New	+$287K	0.02%	194

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Brandywine Oak Private Wealth's IYG Position: Q1 2026 in Review

Brandywine Oak Private Wealth sold out of iShares US Financial Services ETF (IYG) in Q1 2026, closing a stake of 3,216 shares — an estimated $297K sold.

Brandywine Oak Private Wealth first reported a position in IYG in Q4 2025 and held it in 1 quarter. The position peaked at $297K in Q4 2025. 265 funds tracked by Wall St. Rank hold IYG as of Q1 2026.

Brandywine Oak Private Wealth reported no remaining iShares US Financial Services ETF position as of Q1 2026 after selling out during the quarter.
Brandywine Oak Private Wealth sold 3,216 iShares US Financial Services ETF shares in Q1 2026, an estimated $297K.
Brandywine Oak Private Wealth first reported a position in iShares US Financial Services ETF in Q4 2025 and held it in 1 quarter.
Brandywine Oak Private Wealth's iShares US Financial Services ETF position peaked at $297K in Q4 2025.
265 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.