Crescent Grove Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Crescent Grove 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	$215K	Buy	+2,379	New	+$209K	0.02%	282
2026 Q1	–	Sell	-2,379	Closed	-$219K	–	321
2025 Q4	$219K	Hold	2,379	–	–	0.02%	276
2025 Q3	$213K	Hold	2,379	–	–	0.02%	275
2025 Q2	$204K	Buy	+2,379	New	+$189K	0.02%	275

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

Crescent Grove Advisors's IYG Position: Q2 2026 in Review

Crescent Grove Advisors opened a new position in iShares US Financial Services ETF (IYG) in Q2 2026: 2,379 shares worth $215K. The stake represents 0.02% of the portfolio and ranks #282 among its holdings. This is a return to the name: Crescent Grove Advisors previously reported a position in IYG as recently as Q4 2025.

Crescent Grove Advisors first reported a position in IYG in Q2 2025 and has held it in 4 quarters since. The position peaked at $219K in Q4 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Crescent Grove Advisors held 2,379 shares of iShares US Financial Services ETF worth $215K as of Q2 2026.
iShares US Financial Services ETF was a new Crescent Grove Advisors position in Q2 2026.
iShares US Financial Services ETF made up 0.02% of Crescent Grove Advisors's portfolio in Q2 2026, its #282 holding.
Crescent Grove Advisors first reported a position in iShares US Financial Services ETF in Q2 2025 and has held it in 4 quarters since.
Crescent Grove Advisors's iShares US Financial Services ETF position peaked at $219K in Q4 2025.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.