Carolinas Wealth Consulting’s iShares US Financial Services ETF IYG Stock Holding History

Carolinas Wealth Consulting’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
2025 Q2	–	Sell	-600	Closed	-$47.1K	–	488
2025 Q1	$47.1K	Hold	600	–	–	0.01%	362
2024 Q4	$46.7K	Hold	600	–	–	0.01%	373
2024 Q3	$42.6K	Hold	600	–	–	0.01%	386
2024 Q2	$39.1K	Buy	600 +465	+344%	+$30.2K	0.01%	397
2024 Q1	$8.95K	Sell	135 -3,045	-96%	-$189K	﹤0.01%	576
2023 Q4	$190K	Hold	3,180	–	–	0.04%	167
2023 Q3	$158K	Hold	3,180	–	–	0.04%	168
2023 Q2	$167K	Hold	3,180	–	–	0.03%	190
2023 Q1	$160K	Hold	3,180	–	–	0.03%	195
2022 Q4	$167K	Buy	+3,180	New	+$167K	0.04%	182
2020 Q4	–	Sell	-87	Closed	-$4K	–	947
2020 Q3	$4K	Buy	+87	New	+$3.59K	﹤0.01%	596
2020 Q2	–	Sell	-771	Closed	-$26K	–	692
2020 Q1	$26K	Sell	771 -102	-12%	-$4.66K	0.01%	139
2019 Q4	$43K	Buy	+873	New	+$41.9K	0.04%	71

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Carolinas Wealth Consulting's IYG Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares US Financial Services ETF (IYG) in Q2 2025, closing a stake of 600 shares — an estimated $47.1K sold.

Carolinas Wealth Consulting first reported a position in IYG in Q4 2019 and held it in 13 quarters. The position peaked at $190K in Q4 2023. 249 funds tracked by Wall St. Rank hold IYG as of Q2 2025.

Carolinas Wealth Consulting reported no remaining iShares US Financial Services ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 600 iShares US Financial Services ETF shares in Q2 2025, an estimated $47.1K.
Carolinas Wealth Consulting first reported a position in iShares US Financial Services ETF in Q4 2019 and held it in 13 quarters.
Carolinas Wealth Consulting's iShares US Financial Services ETF position peaked at $190K in Q4 2023.
249 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.