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

Cottonwood Capital 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 		$1.16M Sell
12,822
-22
-0.2% -$1.93K 0.7% 31
2026
Q1 		$1.06M Sell
12,844
-42
-0.3% -$3.69K 0.75% 31
2025
Q4 		$1.19M Buy
12,886
+396
+3% +$35.3K 0.85% 29
2025
Q3 		$1.12M Buy
12,490
+145
+1% +$12.7K 0.82% 26
2025
Q2 		$1.06M Sell
12,345
-132
-1% -$10.5K 0.71% 35
2025
Q1 		$980K Sell
12,477
-181
-1% -$14.6K 0.72% 37
2024
Q4 		$985K Sell
12,658
-361
-3% -$27.8K 0.71% 34
2024
Q3 		$925K Sell
13,019
-1,675
-11% -$115K 0.68% 35
2024
Q2 		$973K Sell
14,694
-367
-2% -$23.8K 0.76% 31
2024
Q1 		$945K Sell
15,061
-293
-2% -$18.2K 0.75% 34
2023
Q4 		$917K Sell
15,354
-2,649
-15% -$143K 0.76% 35
2023
Q3 		$928K Sell
18,003
-990
-5% -$53.5K 0.87% 30
2023
Q2 		$1M Sell
18,993
-972
-5% -$49.3K 0.92% 30
2023
Q1 		$1M Sell
19,965
-6
-0% -$327 0.93% 31
2022
Q4 		$1.05M Sell
19,971
-171
-0.8% -$8.96K 0.94% 31
2022
Q3 		$948K Sell
20,142
-357
-2% -$18.7K 0.9% 33
2022
Q2 		$1.01M Sell
20,499
-3,444
-14% -$187K 0.92% 32
2022
Q1 		$1.44M Sell
23,943
-1,671
-7% -$105K 1.14% 25
2021
Q4 		$1.65M Buy
+25,614
New +$1.67M 1.27% 23

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

Cottonwood Capital Advisors's IYG Position: Q2 2026 in Review

Cottonwood Capital Advisors reduced its iShares US Financial Services ETF (IYG) stake by 0.17% in Q2 2026, selling an estimated $1.93K and leaving 12,822 shares worth $1.16M. The position accounts for 0.7% of the portfolio, ranked #31.

Cottonwood Capital Advisors first reported a position in IYG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.65M in Q4 2021. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Cottonwood Capital Advisors held 12,822 shares of iShares US Financial Services ETF worth $1.16M as of Q2 2026.
  • Cottonwood Capital Advisors sold 22 iShares US Financial Services ETF shares in Q2 2026, an estimated $1.93K.
  • iShares US Financial Services ETF made up 0.7% of Cottonwood Capital Advisors's portfolio in Q2 2026, its #31 holding.
  • Cottonwood Capital Advisors first reported a position in iShares US Financial Services ETF in Q4 2021 and has held it in 19 quarters since.
  • Cottonwood Capital Advisors's iShares US Financial Services ETF position peaked at $1.65M in Q4 2021.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Cottonwood Capital Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.