Commerce Bank’s iShares US Financial Services ETF IYG Stock Holding History

Commerce Bank’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	$324K	Hold	3,580	–	–	﹤0.01%	1129
2026 Q1	$297K	Hold	3,580	–	–	﹤0.01%	1137
2025 Q4	$330K	Sell	3,580 -187	-5%	-$16.7K	﹤0.01%	1044
2025 Q3	$338K	Sell	3,767 -187	-5%	-$16.4K	﹤0.01%	1013
2025 Q2	$338K	Hold	3,954	–	–	﹤0.01%	995
2025 Q1	$311K	Hold	3,954	–	–	﹤0.01%	1003
2024 Q4	$308K	Hold	3,954	–	–	﹤0.01%	1022
2024 Q3	$281K	Buy	3,954 +204	+5%	+$14K	﹤0.01%	1077
2024 Q2	$245K	Hold	3,750	–	–	﹤0.01%	1089
2024 Q1	$249K	Hold	3,750	–	–	﹤0.01%	1086
2023 Q4	$224K	Buy	+3,750	New	+$202K	﹤0.01%	1106
2022 Q2	–	Sell	-3,777	Closed	-$227K	–	1173
2022 Q1	$227K	Buy	3,777 +27	+0.7%	+$1.7K	﹤0.01%	1097
2021 Q4	$241K	Hold	3,750	–	–	﹤0.01%	1095
2021 Q3	$235K	Hold	3,750	–	–	﹤0.01%	1079
2021 Q2	$232K	Hold	3,750	–	–	﹤0.01%	1086
2021 Q1	$214K	Buy	+3,750	New	+$203K	﹤0.01%	1085

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

Commerce Bank's IYG Position: Q2 2026 in Review

Commerce Bank held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 3,580 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

Commerce Bank first reported a position in IYG in Q1 2021 and has held it in 16 quarters since. The position peaked at $338K in Q2 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Commerce Bank held 3,580 shares of iShares US Financial Services ETF worth $324K as of Q2 2026.
Commerce Bank left its iShares US Financial Services ETF share count unchanged in Q2 2026.
iShares US Financial Services ETF made up ﹤0.01% of Commerce Bank's portfolio in Q2 2026, its #1129 holding.
Commerce Bank first reported a position in iShares US Financial Services ETF in Q1 2021 and has held it in 16 quarters since.
Commerce Bank's iShares US Financial Services ETF position peaked at $338K in Q2 2025.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Commerce Bank's 13F filing for Q2 2026, filed 12 Aug 2026.