CAN
IYG icon

Capital Advisor Network’s iShares US Financial Services ETF IYG Stock Holding History

Capital Advisor Network’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 		– Sell
-221
Closed -$18.3K – 189
2026
Q1 		$18.3K Buy
+221
New +$19.4K 0.03% 83

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

Capital Advisor Network's IYG Position: Q2 2026 in Review

Capital Advisor Network sold out of iShares US Financial Services ETF (IYG) in Q2 2026, closing a stake of 221 shares — an estimated $18.3K sold.

Capital Advisor Network first reported a position in IYG in Q1 2026 and held it in 1 quarter. The position peaked at $18.3K in Q1 2026. 260 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Capital Advisor Network reported no remaining iShares US Financial Services ETF position as of Q2 2026 after selling out during the quarter.
  • Capital Advisor Network sold 221 iShares US Financial Services ETF shares in Q2 2026, an estimated $18.3K.
  • Capital Advisor Network first reported a position in iShares US Financial Services ETF in Q1 2026 and held it in 1 quarter.
  • Capital Advisor Network's iShares US Financial Services ETF position peaked at $18.3K in Q1 2026.
  • 260 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Capital Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.