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

Clearstead 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 		$258K Hold
2,848
– – ﹤0.01% 983
2026
Q1 		$236K Hold
2,848
– – ﹤0.01% 949
2025
Q4 		$263K Hold
2,848
– – ﹤0.01% 855
2025
Q3 		$255K Hold
2,848
– – ﹤0.01% 825
2025
Q2 		$244K Buy
+2,848
New +$226K ﹤0.01% 837

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

Clearstead Advisors's IYG Position: Q2 2026 in Review

Clearstead Advisors held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 2,848 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #983.

Clearstead Advisors first reported a position in IYG in Q2 2025 and has held it in 5 quarters since. The position peaked at $263K in Q4 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Clearstead Advisors held 2,848 shares of iShares US Financial Services ETF worth $258K as of Q2 2026.
  • Clearstead Advisors left its iShares US Financial Services ETF share count unchanged in Q2 2026.
  • iShares US Financial Services ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #983 holding.
  • Clearstead Advisors first reported a position in iShares US Financial Services ETF in Q2 2025 and has held it in 5 quarters since.
  • Clearstead Advisors's iShares US Financial Services ETF position peaked at $263K in Q4 2025.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.