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

Cresset 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
2026
Q2 		$583K Sell
6,444
-2,690
-29% -$236K ﹤0.01% 1113
2026
Q1 		$757K Sell
9,134
-12
-0.1% -$1.05K ﹤0.01% 895
2025
Q4 		$844K Buy
9,146
+929
+11% +$82.9K ﹤0.01% 856
2025
Q3 		$737K Buy
8,217
+2,857
+53% +$251K ﹤0.01% 868
2025
Q2 		$459K Sell
5,360
-1,062
-17% -$84.2K ﹤0.01% 961
2025
Q1 		$504K Hold
6,422
– – ﹤0.01% 1066
2024
Q4 		$500K Sell
6,422
-1,646
-20% -$127K ﹤0.01% 1083
2024
Q3 		$573K Sell
8,068
-247
-3% -$17K ﹤0.01% 1439
2024
Q2 		$542K Sell
8,315
-912
-10% -$59.2K ﹤0.01% 1408
2024
Q1 		$612K Buy
9,227
+869
+10% +$54K ﹤0.01% 1233
2023
Q4 		$499K Buy
8,358
+6
+0.1% +$323 ﹤0.01% 1237
2023
Q3 		$433K Sell
8,352
-3
-0% -$162 ﹤0.01% 1258
2023
Q2 		$440K Sell
8,355
-255
-3% -$12.9K ﹤0.01% 1346
2023
Q1 		$433K Sell
8,610
-364,341
-98% -$19.9M 0.01% 522
2022
Q4 		$19.6M Buy
372,951
+3,150
+0.9% +$165K 0.25% 52
2022
Q3 		$17.4M Hold
369,801
– – 0.22% 53
2022
Q2 		$18.3M Buy
369,801
+33
+0% +$1.79K 0.22% 50
2022
Q1 		$22.2M Sell
369,768
-600
-0.2% -$37.8K 0.23% 43
2021
Q4 		$23.8M Hold
370,368
– – 0.23% 48
2021
Q3 		$23.2M Buy
370,368
+1,356
+0.4% +$85.1K 0.31% 35
2021
Q2 		$22.8M Buy
369,012
+1,500
+0.4% +$91.6K 0.32% 35
2021
Q1 		$21M Sell
367,512
-153
-0% -$8.28K 0.33% 31
2020
Q4 		$18.4M Hold
367,665
– – 0.3% 32
2020
Q3 		$15M Hold
367,665
– – 0.28% 36
2020
Q2 		$14.6M Sell
367,665
-159,654
-30% -$6.14M 0.32% 35
2020
Q1 		$18M Hold
527,319
– – 0.55% 24
2019
Q4 		$26.7M Hold
527,319
– – 0.72% 20
2019
Q3 		$24M Hold
527,319
– – 0.73% 17
2019
Q2 		$23.5M Hold
527,319
– – 0.73% 22
2019
Q1 		$21.9M Buy
527,319
+73,065
+16% +$3.03M 0.85% 17
2018
Q4 		$17M Buy
+454,254
New +$18.7M 1.01% 16

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

Cresset Asset Management's IYG Position: Q2 2026 in Review

Cresset Asset Management reduced its iShares US Financial Services ETF (IYG) stake by 29% in Q2 2026, selling an estimated $236K and leaving 6,444 shares worth $583K. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

Cresset Asset Management first reported a position in IYG in Q4 2018 and has held it in 31 quarters since. The position peaked at $26.7M in Q4 2019. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Cresset Asset Management held 6,444 shares of iShares US Financial Services ETF worth $583K as of Q2 2026.
  • Cresset Asset Management sold 2,690 iShares US Financial Services ETF shares in Q2 2026, an estimated $236K.
  • iShares US Financial Services ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1113 holding.
  • Cresset Asset Management first reported a position in iShares US Financial Services ETF in Q4 2018 and has held it in 31 quarters since.
  • Cresset Asset Management's iShares US Financial Services ETF position peaked at $26.7M in Q4 2019.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.