CX Institutional’s iShares US Financial Services ETF IYG Stock Holding History

CX Institutional’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	$26K	Sell	283 -2,921	-91%	-$256K	﹤0.01%	1115
2026 Q1	$265K	Sell	3,204 -769	-19%	-$67.5K	0.01%	646
2025 Q4	$366K	Buy	3,973 +3,643	+1,104%	+$325K	0.01%	509
2025 Q3	$30K	Sell	330 -620	-65%	-$54.5K	﹤0.01%	1034
2025 Q2	$81K	Buy	+950	New	+$75.4K	﹤0.01%	793
2024 Q3	–	Sell	-3,412	Closed	-$223K	–	578
2024 Q2	$223K	Buy	+3,412	New	+$222K	0.01%	515
2023 Q3	–	Sell	-3,972	Closed	-$209K	–	518
2023 Q2	$209K	Buy	+3,972	New	+$201K	0.01%	498

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

CX Institutional's IYG Position: Q2 2026 in Review

CX Institutional reduced its iShares US Financial Services ETF (IYG) stake by 91% in Q2 2026, selling an estimated $256K and leaving 283 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

CX Institutional first reported a position in IYG in Q2 2023 and has held it in 7 quarters since. The position peaked at $366K in Q4 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

CX Institutional held 283 shares of iShares US Financial Services ETF worth $26K as of Q2 2026.
CX Institutional sold 2,921 iShares US Financial Services ETF shares in Q2 2026, an estimated $256K.
iShares US Financial Services ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1115 holding.
CX Institutional first reported a position in iShares US Financial Services ETF in Q2 2023 and has held it in 7 quarters since.
CX Institutional's iShares US Financial Services ETF position peaked at $366K in Q4 2025.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.