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Costello Asset Management’s iShares US Financial Services ETF IYG Stock Holding History

Costello Asset Management’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
2025
Q2 		– Sell
-30
Closed -$2.36K – 698
2025
Q1 		$2.36K Buy
+30
New +$2.42K ﹤0.01% 608

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Costello Asset Management's IYG Position: Q2 2025 in Review

Costello Asset Management sold out of iShares US Financial Services ETF (IYG) in Q2 2025, closing a stake of 30 shares — an estimated $2.36K sold.

Costello Asset Management first reported a position in IYG in Q1 2025 and held it in 1 quarter. The position peaked at $2.36K in Q1 2025. 249 funds tracked by Wall St. Rank hold IYG as of Q2 2025.

  • Costello Asset Management reported no remaining iShares US Financial Services ETF position as of Q2 2025 after selling out during the quarter.
  • Costello Asset Management sold 30 iShares US Financial Services ETF shares in Q2 2025, an estimated $2.36K.
  • Costello Asset Management first reported a position in iShares US Financial Services ETF in Q1 2025 and held it in 1 quarter.
  • Costello Asset Management's iShares US Financial Services ETF position peaked at $2.36K in Q1 2025.
  • 249 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2025.

Based on Costello Asset Management's 13F filing for Q2 2025, filed 24 Jul 2025.