Centaurus Financial’s iShares US Financial Services ETF IYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $299K | Sell |
3,300
-57
| -2% | -$5K | 0.01% | 749 |
|
|
2026
Q1 | $278K | Sell |
3,357
-610
| -15% | -$53.5K | 0.01% | 713 |
|
|
2025
Q4 | $366K | Buy |
3,967
+6
| +0.2% | +$536 | 0.02% | 607 |
|
|
2025
Q3 | $355K | Buy |
3,961
+20
| +0.5% | +$1.76K | 0.02% | 626 |
|
|
2025
Q2 | $337K | Buy |
3,941
+59
| +2% | +$4.68K | 0.02% | 581 |
|
|
2025
Q1 | $305K | Buy |
3,882
+3
| +0.1% | +$242 | 0.02% | 572 |
|
|
2024
Q4 | $302K | Sell |
3,879
-384
| -9% | -$29.6K | 0.02% | 564 |
|
|
2024
Q3 | $303K | Sell |
4,263
-100
| -2% | -$6.87K | 0.02% | 531 |
|
|
2024
Q2 | $285K | Sell |
4,363
-829
| -16% | -$53.8K | 0.02% | 513 |
|
|
2024
Q1 | $344K | Sell |
5,192
-583
| -10% | -$36.2K | 0.02% | 466 |
|
|
2023
Q4 | $345K | Sell |
5,775
-138
| -2% | -$7.43K | 0.03% | 443 |
|
|
2023
Q3 | $305K | Buy |
5,913
+156
| +3% | +$8.44K | 0.03% | 456 |
|
|
2023
Q2 | $303K | Buy |
5,757
+3,303
| +135% | +$167K | 0.03% | 465 |
|
|
2023
Q1 | $123K | Sell |
2,454
-180
| -7% | -$9.82K | 0.01% | 788 |
|
|
2022
Q4 | $138K | Sell |
2,634
-2,760
| -51% | -$145K | 0.01% | 701 |
|
|
2022
Q3 | $254K | Buy |
5,394
+225
| +4% | +$11.8K | 0.02% | 544 |
|
|
2022
Q2 | $255K | Buy |
5,169
+105
| +2% | +$5.69K | 0.03% | 536 |
|
|
2022
Q1 | $304K | Sell |
5,064
-1,533
| -23% | -$96.7K | 0.02% | 542 |
|
|
2021
Q4 | $425K | Sell |
6,597
-2,583
| -28% | -$168K | 0.03% | 467 |
|
|
2021
Q3 | $576K | Buy |
9,180
+69
| +0.8% | +$4.33K | 0.05% | 384 |
|
|
2021
Q2 | $563K | Buy |
9,111
+3,483
| +62% | +$213K | 0.05% | 403 |
|
|
2021
Q1 | $321K | Sell |
5,628
-4,542
| -45% | -$246K | 0.03% | 480 |
|
|
2020
Q4 | $509K | Sell |
10,170
-8,130
| -44% | -$367K | 0.05% | 357 |
|
|
2020
Q3 | $744K | Buy |
18,300
+13,641
| +293% | +$563K | 0.1% | 219 |
|
|
2020
Q2 | $185K | Buy |
4,659
+1,272
| +38% | +$48.9K | 0.03% | 445 |
|
|
2020
Q1 | $116K | Sell |
3,387
-5,526
| -62% | -$252K | 0.02% | 452 |
|
|
2019
Q4 | $451K | Buy |
8,913
+2,559
| +40% | +$123K | 0.06% | 326 |
|
|
2019
Q3 | $289K | Sell |
6,354
-666
| -9% | -$30K | 0.05% | 352 |
|
|
2019
Q2 | $313K | Buy |
7,020
+2,262
| +48% | +$99.1K | 0.05% | 345 |
|
|
2019
Q1 | $198K | Sell |
4,758
-1,242
| -21% | -$51.5K | 0.03% | 409 |
|
|
2018
Q4 | $171K | Buy |
6,000
+3,000
| +100% | +$124K | 0.04% | 360 |
|
|
2018
Q3 | $198K | Sell |
3,000
-2,655
| -47% | -$120K | 0.04% | 381 |
|
|
2018
Q2 | $244K | Buy |
5,655
+1,782
| +46% | +$79K | 0.03% | 471 |
|
|
2018
Q1 | $169K | Buy |
+3,873
| New | +$176K | 0.04% | 352 |
|
Other funds holding IYG
DWM
RIG
SWP
OCA
Centaurus Financial's IYG Position: Q2 2026 in Review
Centaurus Financial reduced its iShares US Financial Services ETF (IYG) stake by 1.7% in Q2 2026, selling an estimated $5K and leaving 3,300 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #749.
Centaurus Financial first reported a position in IYG in Q1 2018 and has held it in 34 quarters since. The position peaked at $744K in Q3 2020. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.
- Centaurus Financial held 3,300 shares of iShares US Financial Services ETF worth $299K as of Q2 2026.
- Centaurus Financial sold 57 iShares US Financial Services ETF shares in Q2 2026, an estimated $5K.
- iShares US Financial Services ETF made up 0.01% of Centaurus Financial's portfolio in Q2 2026, its #749 holding.
- Centaurus Financial first reported a position in iShares US Financial Services ETF in Q1 2018 and has held it in 34 quarters since.
- Centaurus Financial's iShares US Financial Services ETF position peaked at $744K in Q3 2020.
- 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.
Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.