Capital Advisors Ltd’s iShares US Financial Services ETF IYG Stock Holding History

Capital Advisors Ltd’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	-379	Closed	-$31K	–	1474
2026 Q1	$31K	Buy	379 +126	+50%	+$11.1K	﹤0.01%	593
2025 Q4	$23K	Buy	253 +1	+0.4%	+$89	﹤0.01%	624
2025 Q3	$23K	Buy	252 +1	+0.4%	+$88	﹤0.01%	618
2025 Q2	$22K	Hold	251	–	–	﹤0.01%	609
2025 Q1	$20K	Buy	251 +126	+101%	+$10.1K	﹤0.01%	610
2024 Q4	$10K	Buy	+125	New	+$9.64K	﹤0.01%	783

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

Capital Advisors Ltd's IYG Position: Q2 2026 in Review

Capital Advisors Ltd sold out of iShares US Financial Services ETF (IYG) in Q2 2026, closing a stake of 379 shares — an estimated $31K sold.

Capital Advisors Ltd first reported a position in IYG in Q4 2024 and held it in 6 quarters. The position peaked at $31K in Q1 2026. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Capital Advisors Ltd reported no remaining iShares US Financial Services ETF position as of Q2 2026 after selling out during the quarter.
Capital Advisors Ltd sold 379 iShares US Financial Services ETF shares in Q2 2026, an estimated $31K.
Capital Advisors Ltd first reported a position in iShares US Financial Services ETF in Q4 2024 and held it in 6 quarters.
Capital Advisors Ltd's iShares US Financial Services ETF position peaked at $31K in Q1 2026.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.