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D.A. Davidson & Co’s iShares US Financial Services ETF IYG Stock Holding History

D.A. Davidson & Co’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 		$396K Sell
4,373
-413
-9% -$36.2K ﹤0.01% 1285
2026
Q1 		$396K Buy
4,786
+188
+4% +$16.5K ﹤0.01% 1250
2025
Q4 		$424K Buy
4,598
+479
+12% +$42.8K ﹤0.01% 1199
2025
Q3 		$369K Hold
4,119
– – ﹤0.01% 1239
2025
Q2 		$353K Hold
4,119
– – ﹤0.01% 1175
2025
Q1 		$324K Hold
4,119
– – ﹤0.01% 1184
2024
Q4 		$320K Hold
4,119
– – ﹤0.01% 1181
2024
Q3 		$293K Hold
4,119
– – ﹤0.01% 1193
2024
Q2 		$269K Sell
4,119
-1,146
-22% -$74.4K ﹤0.01% 1206
2024
Q1 		$349K Sell
5,265
-1,851
-26% -$115K ﹤0.01% 1125
2023
Q4 		$425K Buy
7,116
+300
+4% +$16.2K ﹤0.01% 1009
2023
Q3 		$351K Sell
6,816
-1,185
-15% -$64.1K ﹤0.01% 1034
2023
Q2 		$421K Sell
8,001
-18
-0.2% -$912 ﹤0.01% 967
2023
Q1 		$404K Hold
8,019
– – ﹤0.01% 961
2022
Q4 		$421K Buy
+8,019
New +$420K 0.01% 912
2022
Q2 		– Sell
-3,531
Closed -$212K – 1321
2022
Q1 		$212K Buy
3,531
+345
+11% +$21.8K ﹤0.01% 1189
2021
Q4 		$205K Buy
+3,186
New +$208K ﹤0.01% 1188
2017
Q3 		– Sell
-120
Closed -$4K – 1551
2017
Q2 		$4K Buy
+120
New +$4.36K ﹤0.01% 2229

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

D.A. Davidson & Co's IYG Position: Q2 2026 in Review

D.A. Davidson & Co reduced its iShares US Financial Services ETF (IYG) stake by 8.6% in Q2 2026, selling an estimated $36.2K and leaving 4,373 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #1285.

D.A. Davidson & Co first reported a position in IYG in Q2 2017 and has held it in 18 quarters since. The position peaked at $425K in Q4 2023. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • D.A. Davidson & Co held 4,373 shares of iShares US Financial Services ETF worth $396K as of Q2 2026.
  • D.A. Davidson & Co sold 413 iShares US Financial Services ETF shares in Q2 2026, an estimated $36.2K.
  • iShares US Financial Services ETF made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #1285 holding.
  • D.A. Davidson & Co first reported a position in iShares US Financial Services ETF in Q2 2017 and has held it in 18 quarters since.
  • D.A. Davidson & Co's iShares US Financial Services ETF position peaked at $425K in Q4 2023.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.