Cerity Partners’s iShares US Financial Services ETF IYG Stock Holding History

Cerity Partners’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	$747K	Buy	8,261 +1,305	+19%	+$114K	﹤0.01%	2181
2026 Q1	$576K	Buy	6,956 +9	+0.1%	+$790	﹤0.01%	2196
2025 Q4	$641K	Buy	6,947 +695	+11%	+$62K	﹤0.01%	1953
2025 Q3	$560K	Sell	6,252 -2,993	-32%	-$263K	﹤0.01%	1898
2025 Q2	$791K	Buy	9,245 +7	+0.1%	+$555	﹤0.01%	1626
2025 Q1	$726K	Buy	9,238 +1,757	+23%	+$142K	﹤0.01%	1575
2024 Q4	$582K	Buy	7,481 +9	+0.1%	+$694	﹤0.01%	1674
2024 Q3	$531K	Buy	7,472 +3,978	+114%	+$273K	﹤0.01%	1747
2024 Q2	$228K	Buy	3,494 +8	+0.2%	+$520	﹤0.01%	1966
2024 Q1	$231K	Buy	+3,486	New	+$217K	﹤0.01%	2024
2023 Q2	–	Sell	-4,260	Closed	-$214K	–	1808
2023 Q1	$214K	Buy	+4,260	New	+$232K	﹤0.01%	1679

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cerity Partners's IYG Position: Q2 2026 in Review

Cerity Partners increased its iShares US Financial Services ETF (IYG) stake by 19% in Q2 2026, buying an estimated $114K and bringing the position to 8,261 shares worth $747K. The position accounts for ﹤0.01% of the portfolio, ranked #2181.

Cerity Partners first reported a position in IYG in Q1 2023 and has held it in 11 quarters since. The position peaked at $791K in Q2 2025. 252 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Cerity Partners held 8,261 shares of iShares US Financial Services ETF worth $747K as of Q2 2026.
Cerity Partners bought 1,305 iShares US Financial Services ETF shares in Q2 2026, an estimated $114K.
iShares US Financial Services ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2181 holding.
Cerity Partners first reported a position in iShares US Financial Services ETF in Q1 2023 and has held it in 11 quarters since.
Cerity Partners's iShares US Financial Services ETF position peaked at $791K in Q2 2025.
252 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.