Commonwealth Equity Services
IYG icon

Commonwealth Equity Services’s iShares US Financial Services ETF IYG Stock Holding History

Commonwealth Equity Services’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 		$3.52M Buy
38,867
+531
+1% +$46.6K ﹤0.01% 1663
2026
Q1 		$3.18M Sell
38,336
-646
-2% -$56.7K ﹤0.01% 1654
2025
Q4 		$3.6M Buy
38,982
+364
+0.9% +$32.5K ﹤0.01% 1561
2025
Q3 		$3.46M Buy
38,618
+1,074
+3% +$94.4K ﹤0.01% 1614
2025
Q2 		$3.21M Buy
37,544
+1,062
+3% +$84.2K ﹤0.01% 1650
2025
Q1 		$2.87M Sell
36,482
-1,161
-3% -$93.5K ﹤0.01% 1660
2024
Q4 		$2.93M Sell
37,643
-381
-1% -$29.4K ﹤0.01% 1596
2024
Q3 		$2.7M Sell
38,024
-796
-2% -$54.7K ﹤0.01% 1613
2024
Q2 		$2.53M Sell
38,820
-3,444
-8% -$224K ﹤0.01% 1633
2024
Q1 		$2.8M Sell
42,264
-2,169
-5% -$135K ﹤0.01% 1541
2023
Q4 		$2.65M Sell
44,433
-201
-0.5% -$10.8K ﹤0.01% 1509
2023
Q3 		$2.3M Sell
44,634
-2,862
-6% -$155K ﹤0.01% 1519
2023
Q2 		$2.5M Sell
47,496
-5,037
-10% -$255K 0.01% 1482
2023
Q1 		$2.64K Sell
52,533
-136,383
-72% -$7.44M 0.01% 1383
2022
Q4 		$9.92M Sell
188,916
-29,883
-14% -$1.57M 0.02% 626
2022
Q3 		$10.3M Sell
218,799
-6,606
-3% -$347K 0.03% 562
2022
Q2 		$11.1M Buy
225,405
+8,334
+4% +$452K 0.03% 540
2022
Q1 		$13M Buy
217,071
+55,818
+35% +$3.52M 0.03% 513
2021
Q4 		$10.4M Buy
161,253
+7,425
+5% +$484K 0.02% 591
2021
Q3 		$9.65M Buy
153,828
+7,116
+5% +$447K 0.02% 585
2021
Q2 		$9.06M Sell
146,712
-1,764
-1% -$108K 0.02% 594
2021
Q1 		$8.48M Buy
148,476
+4,173
+3% +$226K 0.02% 567
2020
Q4 		$7.22M Sell
144,303
-118,887
-45% -$5.36M 0.02% 585
2020
Q3 		$10.7M Buy
263,190
+47,457
+22% +$1.96M 0.04% 414
2020
Q2 		$8.59M Buy
215,733
+143,556
+199% +$5.52M 0.03% 447
2020
Q1 		$2.47M Buy
72,177
+34,239
+90% +$1.56M 0.01% 798
2019
Q4 		$1.92M Buy
37,938
+981
+3% +$47.1K 0.01% 1061
2019
Q3 		$1.68M Sell
36,957
-8,157
-18% -$368K 0.01% 1064
2019
Q2 		$2.01M Sell
45,114
-6,624
-13% -$290K 0.01% 961
2019
Q1 		$2.15M Sell
51,738
-11,202
-18% -$464K 0.01% 892
2018
Q4 		$2.35M Sell
62,940
-5,886
-9% -$243K 0.01% 778
2018
Q3 		$3.06M Sell
68,826
-2,148
-3% -$97.2K 0.01% 719
2018
Q2 		$3.07M Buy
70,974
+1,497
+2% +$66.3K 0.02% 696
2018
Q1 		$3.03M Buy
69,477
+9,951
+17% +$452K 0.02% 661
2017
Q4 		$2.59M Buy
59,526
+369
+0.6% +$15.4K 0.01% 724
2017
Q3 		$2.36M Buy
59,157
+1,470
+3% +$56.3K 0.01% 730
2017
Q2 		$2.18M Buy
57,687
+3,966
+7% +$144K 0.01% 744
2017
Q1 		$1.95M Buy
53,721
+29,367
+121% +$1.08M 0.01% 754
2016
Q4 		$863K Buy
24,354
+12,813
+111% +$418K 0.01% 1103
2016
Q3 		$338K Sell
11,541
-1,926
-14% -$55.5K ﹤0.01% 1626
2016
Q2 		$362K Buy
13,467
+639
+5% +$17.8K ﹤0.01% 1553
2016
Q1 		$347K Sell
12,828
-417
-3% -$11K ﹤0.01% 1534
2015
Q4 		$397K Buy
13,245
+1,311
+11% +$39.8K ﹤0.01% 1420
2015
Q3 		$340K Buy
11,934
+294
+3% +$9.02K ﹤0.01% 1475
2015
Q2 		$365K Buy
11,640
+1,680
+17% +$52.2K ﹤0.01% 1521
2015
Q1 		$297K Sell
9,960
-849
-8% -$25.1K ﹤0.01% 1645
2014
Q4 		$331K Sell
10,809
-198
-2% -$5.83K ﹤0.01% 1508
2014
Q3 		$316K Sell
11,007
-3,813
-26% -$108K ﹤0.01% 1513
2014
Q2 		$417K Sell
14,820
-825
-5% -$22.7K 0.01% 1349
2014
Q1 		$443K Buy
15,645
+5,931
+61% +$165K 0.01% 1239
2013
Q4 		$271K Buy
9,714
+9
+0.1% +$237 ﹤0.01% 1501
2013
Q3 		$240K Sell
9,705
-1,812
-16% -$45.3K ﹤0.01% 1519
2013
Q2 		$275K Buy
+11,517
New +$266K ﹤0.01% 1357

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Commonwealth Equity Services's IYG Position: Q2 2026 in Review

Commonwealth Equity Services increased its iShares US Financial Services ETF (IYG) stake by 1.4% in Q2 2026, buying an estimated $46.6K and bringing the position to 38,867 shares worth $3.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1663.

Commonwealth Equity Services first reported a position in IYG in Q2 2013 and has held it in 53 quarters since. The position peaked at $13M in Q1 2022. 92 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Commonwealth Equity Services held 38,867 shares of iShares US Financial Services ETF worth $3.52M as of Q2 2026.
  • Commonwealth Equity Services bought 531 iShares US Financial Services ETF shares in Q2 2026, an estimated $46.6K.
  • iShares US Financial Services ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1663 holding.
  • Commonwealth Equity Services first reported a position in iShares US Financial Services ETF in Q2 2013 and has held it in 53 quarters since.
  • Commonwealth Equity Services's iShares US Financial Services ETF position peaked at $13M in Q1 2022.
  • 92 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.