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

Capital Performance 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 		$454K Buy
5,018
+208
+4% +$18.2K 0.03% 182
2026
Q1 		$398K Sell
4,810
-322
-6% -$28.3K 0.03% 253
2025
Q4 		$473K Buy
+5,132
New +$458K 0.03% 223

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 Performance Advisors's IYG Position: Q2 2026 in Review

Capital Performance Advisors increased its iShares US Financial Services ETF (IYG) stake by 4.3% in Q2 2026, buying an estimated $18.2K and bringing the position to 5,018 shares worth $454K. The position accounts for 0.03% of the portfolio, ranked #182.

Capital Performance Advisors first reported a position in IYG in Q4 2025 and has held it in 3 quarters since. The position peaked at $473K in Q4 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Capital Performance Advisors held 5,018 shares of iShares US Financial Services ETF worth $454K as of Q2 2026.
  • Capital Performance Advisors bought 208 iShares US Financial Services ETF shares in Q2 2026, an estimated $18.2K.
  • iShares US Financial Services ETF made up 0.03% of Capital Performance Advisors's portfolio in Q2 2026, its #182 holding.
  • Capital Performance Advisors first reported a position in iShares US Financial Services ETF in Q4 2025 and has held it in 3 quarters since.
  • Capital Performance Advisors's iShares US Financial Services ETF position peaked at $473K in Q4 2025.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.