Brinker Capital Investments’s iShares US Financial Services ETF IYG Stock Holding History

Brinker Capital Investments’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	-5,934	Closed	-$508K	–	2088
2025 Q2	$508K	Buy	5,934 +2,828	+91%	+$224K	﹤0.01%	1505
2025 Q1	$244K	Sell	3,106 -215	-6%	-$17.3K	﹤0.01%	1725
2024 Q4	$258K	Buy	+3,321	New	+$256K	﹤0.01%	1628
2021 Q3	–	Sell	-156,000	Closed	-$9.63M	–	1312
2021 Q2	$9.63M	Hold	156,000	–	–	0.13%	171
2021 Q1	$8.91M	Hold	156,000	–	–	0.13%	164
2020 Q4	$7.8M	Hold	156,000	–	–	0.12%	193
2020 Q3	$6.34M	Hold	156,000	–	–	0.11%	203
2020 Q2	$6.21M	Hold	156,000	–	–	0.26%	87
2020 Q1	$5.34M	Hold	156,000	–	–	0.24%	92
2019 Q4	$7.89M	Hold	156,000	–	–	0.26%	86
2019 Q3	$7.09M	Hold	156,000	–	–	0.25%	94
2019 Q2	$6.96M	Sell	156,000 -6,000	-4%	-$263K	0.22%	105
2019 Q1	$6.74M	Sell	162,000 -21,000	-11%	-$870K	0.22%	102
2018 Q4	$6.85M	Buy	+183,000	New	+$7.55M	0.24%	96
2018 Q3	–	Sell	-201,000	Closed	-$8.69M	–	667
2018 Q2	$8.69M	Sell	201,000 -9,000	-4%	-$399K	0.28%	83
2018 Q1	$9.17M	Hold	210,000	–	–	0.3%	83
2017 Q4	$9.13M	Hold	210,000	–	–	0.3%	75
2017 Q3	$8.39M	Buy	210,000 +12,000	+6%	+$459K	0.3%	79
2017 Q2	$7.48M	Buy	198,000 +12,000	+6%	+$436K	0.28%	85
2017 Q1	$6.76M	Buy	186,000 +63,000	+51%	+$2.31M	0.28%	81
2016 Q4	$4.36M	Buy	123,000 +18,000	+17%	+$587K	0.18%	101
2016 Q3	$3.07M	Buy	105,000 +22,500	+27%	+$648K	0.13%	117
2016 Q2	$2.22M	Buy	82,500 +7,500	+10%	+$209K	0.09%	132
2016 Q1	$2.03M	Buy	+75,000	New	+$1.98M	0.09%	138

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

Brinker Capital Investments's IYG Position: Q3 2025 in Review

Brinker Capital Investments sold out of iShares US Financial Services ETF (IYG) in Q3 2025, closing a stake of 5,934 shares — an estimated $508K sold.

Brinker Capital Investments first reported a position in IYG in Q1 2016 and held it in 24 quarters. The position peaked at $9.63M in Q2 2021. 252 funds tracked by Wall St. Rank hold IYG as of Q3 2025.

Brinker Capital Investments reported no remaining iShares US Financial Services ETF position as of Q3 2025 after selling out during the quarter.
Brinker Capital Investments sold 5,934 iShares US Financial Services ETF shares in Q3 2025, an estimated $508K.
Brinker Capital Investments first reported a position in iShares US Financial Services ETF in Q1 2016 and held it in 24 quarters.
Brinker Capital Investments's iShares US Financial Services ETF position peaked at $9.63M in Q2 2021.
252 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2025.

Based on Brinker Capital Investments's 13F filing for Q3 2025, filed 12 Nov 2025.