Chicago Partners Investment Group’s iShares US Financial Services ETF IYG Stock Holding History

Chicago Partners Investment Group’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	$364K	Buy	3,874 +88	+2%	+$7.72K	0.01%	1155
2026 Q1	$333K	Buy	3,786 +255	+7%	+$22.4K	0.01%	1087
2025 Q4	$317K	Buy	3,531 +15	+0.4%	+$1.34K	0.01%	1000
2025 Q3	$312K	Buy	3,516 +2	+0.1%	+$176	0.01%	926
2025 Q2	$309K	Buy	3,514 +2	+0.1%	+$159	0.01%	818
2025 Q1	$277K	Buy	3,512 +237	+7%	+$19.1K	0.01%	720
2024 Q4	$256K	Buy	3,275 +2	+0.1%	+$154	0.01%	722
2024 Q3	$243K	Buy	3,273 +2	+0.1%	+$137	0.01%	693
2024 Q2	$228K	Buy	3,271 +2	+0.1%	+$130	0.01%	685
2024 Q1	$212K	Buy	+3,269	New	+$203K	0.01%	681
2022 Q1	–	Sell	-3,249	Closed	-$211K	–	588
2021 Q4	$211K	Buy	3,249 +237	+8%	+$15.4K	0.02%	517
2021 Q3	$201K	Buy	+3,012	New	+$189K	0.01%	551

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Chicago Partners Investment Group's IYG Position: Q2 2026 in Review

Chicago Partners Investment Group increased its iShares US Financial Services ETF (IYG) stake by 2.3% in Q2 2026, buying an estimated $7.72K and bringing the position to 3,874 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #1155.

Chicago Partners Investment Group first reported a position in IYG in Q3 2021 and has held it in 12 quarters since. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Chicago Partners Investment Group held 3,874 shares of iShares US Financial Services ETF worth $364K as of Q2 2026.
Chicago Partners Investment Group bought 88 iShares US Financial Services ETF shares in Q2 2026, an estimated $7.72K.
iShares US Financial Services ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1155 holding.
Chicago Partners Investment Group first reported a position in iShares US Financial Services ETF in Q3 2021 and has held it in 12 quarters since.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.