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Diversify Advisory Services’s iShares US Financial Services ETF IYG Stock Holding History

Diversify Advisory Services’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
Q1 		– Sell
-2,644
Closed -$244K – 561
2025
Q4 		$244K Buy
2,644
+4
+0.2% +$357 0.01% 810
2025
Q3 		$232K Buy
+2,640
New +$232K 0.01% 800

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Diversify Advisory Services's IYG Position: Q1 2026 in Review

Diversify Advisory Services sold out of iShares US Financial Services ETF (IYG) in Q1 2026, closing a stake of 2,644 shares — an estimated $244K sold.

Diversify Advisory Services first reported a position in IYG in Q3 2025 and held it in 2 quarters. The position peaked at $244K in Q4 2025. 265 funds tracked by Wall St. Rank hold IYG as of Q1 2026.

  • Diversify Advisory Services reported no remaining iShares US Financial Services ETF position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 2,644 iShares US Financial Services ETF shares in Q1 2026, an estimated $244K.
  • Diversify Advisory Services first reported a position in iShares US Financial Services ETF in Q3 2025 and held it in 2 quarters.
  • Diversify Advisory Services's iShares US Financial Services ETF position peaked at $244K in Q4 2025.
  • 265 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.