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

Concurrent Investment 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 		$4.89M Sell
54,092
-659
-1% -$57.8K 0.04% 444
2026
Q1 		$4.54M Buy
54,751
+5,903
+12% +$518K 0.05% 376
2025
Q4 		$4.51M Buy
+48,848
New +$4.36M 0.05% 357

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

Concurrent Investment Advisors's IYG Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its iShares US Financial Services ETF (IYG) stake by 1.2% in Q2 2026, selling an estimated $57.8K and leaving 54,092 shares worth $4.89M. The position accounts for 0.04% of the portfolio, ranked #444.

Concurrent Investment Advisors first reported a position in IYG in Q4 2025 and has held it in 3 quarters since. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Concurrent Investment Advisors held 54,092 shares of iShares US Financial Services ETF worth $4.89M as of Q2 2026.
  • Concurrent Investment Advisors sold 659 iShares US Financial Services ETF shares in Q2 2026, an estimated $57.8K.
  • iShares US Financial Services ETF made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #444 holding.
  • Concurrent Investment Advisors first reported a position in iShares US Financial Services ETF in Q4 2025 and has held it in 3 quarters since.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.