Brown Advisory’s iShares US Financial Services ETF IYG Stock Holding History

Brown Advisory’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	$1.19M	Hold	13,104	–	–	﹤0.01%	859
2026 Q1	$1.09M	Hold	13,104	–	–	﹤0.01%	827
2025 Q4	$1.21M	Sell	13,104 -246	-2%	-$22K	﹤0.01%	794
2025 Q3	$1.2M	Hold	13,350	–	–	﹤0.01%	778
2025 Q2	$1.14M	Hold	13,350	–	–	﹤0.01%	775
2025 Q1	$1.05M	Buy	+13,350	New	+$1.08M	﹤0.01%	766

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

Brown Advisory's IYG Position: Q2 2026 in Review

Brown Advisory held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 13,104 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #859.

Brown Advisory first reported a position in IYG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.21M in Q4 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Brown Advisory held 13,104 shares of iShares US Financial Services ETF worth $1.19M as of Q2 2026.
Brown Advisory left its iShares US Financial Services ETF share count unchanged in Q2 2026.
iShares US Financial Services ETF made up ﹤0.01% of Brown Advisory's portfolio in Q2 2026, its #859 holding.
Brown Advisory first reported a position in iShares US Financial Services ETF in Q1 2025 and has held it in 6 quarters since.
Brown Advisory's iShares US Financial Services ETF position peaked at $1.21M in Q4 2025.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.