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

Capital Investment Advisory Services’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
Q1 		$10.4K Buy
+125
New +$11K ﹤0.01% 1055
2025
Q2 		– Sell
-207
Closed -$16.3K – 1078
2025
Q1 		$16.3K Sell
207
-108
-34% -$8.7K ﹤0.01% 835
2024
Q4 		$24.5K Buy
315
+1
+0.3% +$77 ﹤0.01% 740
2024
Q3 		$22.3K Buy
314
+1
+0.3% +$69 ﹤0.01% 783
2024
Q2 		$20.4K Buy
313
+1
+0.3% +$65 ﹤0.01% 769
2024
Q1 		$20.7K Sell
312
-15
-5% -$932 ﹤0.01% 756
2023
Q4 		$19.5K Buy
327
+3
+0.9% +$162 ﹤0.01% 772
2023
Q3 		$16.7K Hold
324
– – ﹤0.01% 744
2023
Q2 		$17K Buy
324
+3
+0.9% +$152 ﹤0.01% 707
2023
Q1 		$16.2K Hold
321
– – ﹤0.01% 700
2022
Q4 		$16.8K Buy
+321
New +$16.8K ﹤0.01% 712
2021
Q3 		– Sell
-60
Closed -$4K – 789
2021
Q2 		$4K Sell
60
-75
-56% -$4.58K ﹤0.01% 747
2021
Q1 		$8K Hold
135
– – ﹤0.01% 667
2020
Q4 		$7K Hold
135
– – ﹤0.01% 642
2020
Q3 		$5K Hold
135
– – ﹤0.01% 576
2020
Q2 		$5K Sell
135
-336
-71% -$12.9K ﹤0.01% 516
2020
Q1 		$16K Sell
471
-75
-14% -$3.42K ﹤0.01% 448
2019
Q4 		$28K Hold
546
– – 0.01% 422
2019
Q3 		$25K Sell
546
-270
-33% -$12.2K 0.01% 746
2019
Q2 		$37K Sell
816
-60
-7% -$2.63K 0.01% 620
2019
Q1 		$36K Buy
876
+60
+7% +$2.49K 0.01% 544
2018
Q4 		$31K Buy
+816
New +$33.7K 0.01% 552

Other funds holding IYG

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capital Investment Advisory Services's IYG Position: Q1 2026 in Review

Capital Investment Advisory Services opened a new position in iShares US Financial Services ETF (IYG) in Q1 2026: 125 shares worth $10.4K. The stake represents ﹤0.01% of the portfolio and ranks #1055 among its holdings. This is a return to the name: Capital Investment Advisory Services previously reported a position in IYG as recently as Q1 2025.

Capital Investment Advisory Services first reported a position in IYG in Q4 2018 and has held it in 22 quarters since. The position peaked at $37K in Q2 2019. 264 funds tracked by Wall St. Rank hold IYG as of Q1 2026.

  • Capital Investment Advisory Services held 125 shares of iShares US Financial Services ETF worth $10.4K as of Q1 2026.
  • iShares US Financial Services ETF was a new Capital Investment Advisory Services position in Q1 2026.
  • iShares US Financial Services ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q1 2026, its #1055 holding.
  • Capital Investment Advisory Services first reported a position in iShares US Financial Services ETF in Q4 2018 and has held it in 22 quarters since.
  • Capital Investment Advisory Services's iShares US Financial Services ETF position peaked at $37K in Q2 2019.
  • 264 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.