Envestnet Asset Management
IYG icon

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

Envestnet 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 		$111M Sell
1,222,231
-23,966
-2% -$2.1M 0.03% 533
2026
Q1 		$103M Sell
1,246,197
-82,889
-6% -$7.27M 0.03% 521
2025
Q4 		$123M Buy
1,329,086
+5,463
+0.4% +$488K 0.04% 438
2025
Q3 		$119M Buy
1,323,623
+27,298
+2% +$2.4M 0.03% 451
2025
Q2 		$111M Sell
1,296,325
-130,972
-9% -$10.4M 0.03% 457
2025
Q1 		$112M Sell
1,427,297
-11,229
-0.8% -$904K 0.04% 422
2024
Q4 		$112M Sell
1,438,526
-20,472
-1% -$1.58M 0.04% 436
2024
Q3 		$104M Sell
1,458,998
-50,860
-3% -$3.49M 0.03% 458
2024
Q2 		$98.5M Buy
1,509,858
+161,646
+12% +$10.5M 0.03% 460
2024
Q1 		$89.4M Sell
1,348,212
-111,144
-8% -$6.9M 0.03% 469
2023
Q4 		$87.2M Sell
1,459,356
-15,237
-1% -$820K 0.04% 444
2023
Q3 		$76M Buy
1,474,593
+715,650
+94% +$38.7M 0.03% 451
2023
Q2 		$40M Sell
758,943
-16,629
-2% -$843K 0.02% 595
2023
Q1 		$39M Sell
775,572
-190,068
-20% -$10.4M 0.02% 576
2022
Q4 		$50.7M Sell
965,640
-45,399
-4% -$2.38M 0.03% 476
2022
Q3 		$47.6M Buy
1,011,039
+17,103
+2% +$898K 0.03% 447
2022
Q2 		$49.1M Sell
993,936
-1,794,951
-64% -$97.3M 0.03% 443
2022
Q1 		$168M Buy
2,788,887
+44,649
+2% +$2.82M 0.08% 215
2021
Q4 		$177M Buy
2,744,238
+357,057
+15% +$23.3M 0.09% 196
2021
Q3 		$150M Buy
2,387,181
+80,742
+4% +$5.07M 0.08% 210
2021
Q2 		$142M Buy
2,306,439
+1,747,095
+312% +$107M 0.08% 214
2021
Q1 		$31.9M Buy
559,344
+363,843
+186% +$19.7M 0.02% 552
2020
Q4 		$9.78M Sell
195,501
-8,110,347
-98% -$366M 0.01% 931
2020
Q3 		$338M Buy
8,305,848
+930,510
+13% +$38.4M 0.3% 59
2020
Q2 		$294M Buy
7,375,338
+7,267,944
+6,768% +$279M 0.29% 64
2020
Q1 		$3.67M Sell
107,394
-33,015
-24% -$1.51M ﹤0.01% 1138
2019
Q4 		$7.11M Buy
140,409
+20,820
+17% +$1,000K 0.01% 945
2019
Q3 		$5.44M Buy
119,589
+2,988
+3% +$135K 0.01% 1019
2019
Q2 		$5.2M Sell
116,601
-64,332
-36% -$2.82M 0.01% 1037
2019
Q1 		$7.53M Sell
180,933
-139,506
-44% -$5.78M 0.01% 817
2018
Q4 		$12M Buy
320,439
+115,911
+57% +$4.78M 0.02% 535
2018
Q3 		$9.09M Sell
204,528
-121,707
-37% -$5.51M 0.02% 328
2018
Q2 		$14.1M Buy
326,235
+64,095
+24% +$2.84M 0.03% 254
2018
Q1 		$11.4M Sell
262,140
-18,132
-6% -$823K 0.03% 208
2017
Q4 		$12.2M Sell
280,272
-9,243
-3% -$385K 0.03% 349
2017
Q3 		$11.6M Buy
289,515
+69,651
+32% +$2.67M 0.03% 343
2017
Q2 		$8.31M Sell
219,864
-141,741
-39% -$5.15M 0.02% 418
2017
Q1 		$13.2M Buy
361,605
+80,889
+29% +$2.97M 0.04% 288
2016
Q4 		$9.94M Buy
280,716
+79,071
+39% +$2.58M 0.04% 343
2016
Q3 		$5.9M Buy
+201,645
New +$5.81M 0.02% 522
2016
Q1 		– Sell
-130,554
Closed -$3.92M – 3123
2015
Q4 		$3.92M Sell
130,554
-16,845
-11% -$511K 0.02% 675
2015
Q3 		$4.2M Buy
+147,399
New +$4.52M 0.02% 630
2015
Q1 		– Sell
-171,327
Closed -$5.24M – 2232
2014
Q4 		$5.24M Buy
171,327
+171,282
+380,627% +$5.04M 0.05% 212
2014
Q3 		$1K Hold
45
– – ﹤0.01% 2615
2014
Q2 		$1K Sell
45
-82,611
-100% -$2.27M ﹤0.01% 2593
2014
Q1 		$2.34M Buy
82,656
+13,515
+20% +$375K 0.03% 297
2013
Q4 		$1.93M Sell
69,141
-722,883
-91% -$19M 0.02% 310
2013
Q3 		$19.6M Buy
792,024
+717,057
+956% +$17.9M 0.24% 99
2013
Q2 		$1.79M Buy
+74,967
New +$1.73M 0.02% 296

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Envestnet Asset Management reduced its iShares US Financial Services ETF (IYG) stake by 1.9% in Q2 2026, selling an estimated $2.1M and leaving 1,222,231 shares worth $111M. The position accounts for 0.03% of the portfolio, ranked #533.

Envestnet Asset Management first reported a position in IYG in Q2 2013 and has held it in 49 quarters since. The position peaked at $338M in Q3 2020. 109 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Envestnet Asset Management held 1,222,231 shares of iShares US Financial Services ETF worth $111M as of Q2 2026.
  • Envestnet Asset Management sold 23,966 iShares US Financial Services ETF shares in Q2 2026, an estimated $2.1M.
  • iShares US Financial Services ETF made up 0.03% of Envestnet Asset Management's portfolio in Q2 2026, its #533 holding.
  • Envestnet Asset Management first reported a position in iShares US Financial Services ETF in Q2 2013 and has held it in 49 quarters since.
  • Envestnet Asset Management's iShares US Financial Services ETF position peaked at $338M in Q3 2020.
  • 109 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.