Cambridge Investment Research Advisors
IYG icon

Cambridge Investment Research Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Cambridge Investment Research 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
2026
Q2 		$1.11M Sell
12,309
-1,934
-14% -$170K ﹤0.01% 2212
2026
Q1 		$1.18M Sell
14,243
-2,314
-14% -$203K ﹤0.01% 2014
2025
Q4 		$1.53M Buy
16,557
+893
+6% +$79.7K ﹤0.01% 1765
2025
Q3 		$1.4M Buy
15,664
+663
+4% +$58.3K ﹤0.01% 1782
2025
Q2 		$1.28M Sell
15,001
-2,639
-15% -$209K ﹤0.01% 1751
2025
Q1 		$1.39M Buy
17,640
+2,354
+15% +$190K ﹤0.01% 1609
2024
Q4 		$1.19M Sell
15,286
-122
-0.8% -$9.41K ﹤0.01% 1739
2024
Q3 		$1.09M Sell
15,408
-1,652
-10% -$114K ﹤0.01% 1797
2024
Q2 		$1.11M Buy
17,060
+727
+4% +$47.2K ﹤0.01% 1690
2024
Q1 		$1.08M Sell
16,333
-3,815
-19% -$237K ﹤0.01% 1670
2023
Q4 		$1.2M Sell
20,148
-1,959
-9% -$105K 0.01% 1527
2023
Q3 		$1.14M Sell
22,107
-3,045
-12% -$165K 0.01% 1479
2023
Q2 		$1.32M Sell
25,152
-993
-4% -$50.3K 0.01% 1424
2023
Q1 		$1.32M Sell
26,145
-14,565
-36% -$795K 0.01% 1390
2022
Q4 		$2.14M Sell
40,710
-3,279
-7% -$172K 0.01% 1045
2022
Q3 		$2.07M Sell
43,989
-10,053
-19% -$528K 0.01% 1004
2022
Q2 		$2.67M Sell
54,042
-9,795
-15% -$531K 0.01% 907
2022
Q1 		$3.84M Sell
63,837
-32,160
-34% -$2.03M 0.02% 772
2021
Q4 		$6.18M Buy
95,997
+43,458
+83% +$2.83M 0.03% 561
2021
Q3 		$3.3M Sell
52,539
-1,446
-3% -$90.7K 0.02% 820
2021
Q2 		$3.33M Buy
53,985
+4,713
+10% +$288K 0.02% 840
2021
Q1 		$2.81M Sell
49,272
-87,078
-64% -$4.71M 0.02% 834
2020
Q4 		$6.82M Buy
136,350
+25,206
+23% +$1.14M 0.04% 410
2020
Q3 		$4.52M Buy
111,144
+55,092
+98% +$2.27M 0.03% 494
2020
Q2 		$2.23M Buy
56,052
+44,859
+401% +$1.72M 0.02% 723
2020
Q1 		$383K Sell
11,193
-14,760
-57% -$674K ﹤0.01% 1528
2019
Q4 		$1.31M Sell
25,953
-6,666
-20% -$320K 0.01% 1009
2019
Q3 		$1.48M Buy
32,619
+15,753
+93% +$710K 0.01% 871
2019
Q2 		$753K Sell
16,866
-1,518
-8% -$66.5K 0.01% 1187
2019
Q1 		$765K Sell
18,384
-15,405
-46% -$638K 0.01% 1196
2018
Q4 		$1.26M Sell
33,789
-33
-0.1% -$1.36K 0.01% 821
2018
Q3 		$1.5M Sell
33,822
-480
-1% -$21.7K 0.01% 804
2018
Q2 		$1.48M Buy
34,302
+75
+0.2% +$3.32K 0.02% 771
2018
Q1 		$1.49M Buy
34,227
+7,599
+29% +$345K 0.02% 738
2017
Q4 		$1.16M Sell
26,628
-4,059
-13% -$169K 0.01% 830
2017
Q3 		$1.23M Buy
30,687
+1,599
+5% +$61.2K 0.02% 743
2017
Q2 		$1.1M Buy
29,088
+2,376
+9% +$86.4K 0.02% 762
2017
Q1 		$971K Buy
26,712
+21,003
+368% +$771K 0.02% 738
2016
Q4 		$202K Buy
+5,709
New +$186K ﹤0.01% 1501
2016
Q2 		– Sell
-8,982
Closed -$243K – 1645
2016
Q1 		$243K Sell
8,982
-2,526
-22% -$66.8K 0.01% 1288
2015
Q4 		$345K Buy
11,508
+2,505
+28% +$76K 0.01% 1072
2015
Q3 		$257K Buy
+9,003
New +$276K 0.01% 1103

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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cambridge Investment Research Advisors's IYG Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its iShares US Financial Services ETF (IYG) stake by 14% in Q2 2026, selling an estimated $170K and leaving 12,309 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #2212.

Cambridge Investment Research Advisors first reported a position in IYG in Q3 2015 and has held it in 42 quarters since. The position peaked at $6.82M in Q4 2020. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Cambridge Investment Research Advisors held 12,309 shares of iShares US Financial Services ETF worth $1.11M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 1,934 iShares US Financial Services ETF shares in Q2 2026, an estimated $170K.
  • iShares US Financial Services ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2212 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares US Financial Services ETF in Q3 2015 and has held it in 42 quarters since.
  • Cambridge Investment Research Advisors's iShares US Financial Services ETF position peaked at $6.82M in Q4 2020.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.