EP Wealth Advisors’s iShares US Financial Services ETF IYG Stock Holding History

EP Wealth Advisors’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
2025 Q2	$215K	Buy	+2,514	New	+$199K	﹤0.01%	1213
2025 Q1	–	Sell	-2,097	Closed	-$163K	–	1334
2024 Q4	$163K	Sell	2,097 -150	-7%	-$11.6K	﹤0.01%	1129
2024 Q3	$160K	Buy	2,247 +494	+28%	+$33.9K	﹤0.01%	1091
2024 Q2	$114K	Buy	1,753 +2	+0.1%	+$130	﹤0.01%	818
2024 Q1	$116K	Sell	1,751 -16	-0.9%	-$994	﹤0.01%	795
2023 Q4	$106K	Buy	+1,767	New	+$95.1K	﹤0.01%	788

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

EP Wealth Advisors's IYG Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in iShares US Financial Services ETF (IYG) in Q2 2025: 2,514 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #1213 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in IYG as recently as Q4 2024.

EP Wealth Advisors first reported a position in IYG in Q4 2023 and has held it in 6 quarters since. 249 funds tracked by Wall St. Rank hold IYG as of Q2 2025.

EP Wealth Advisors held 2,514 shares of iShares US Financial Services ETF worth $215K as of Q2 2025.
iShares US Financial Services ETF was a new EP Wealth Advisors position in Q2 2025.
iShares US Financial Services ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1213 holding.
EP Wealth Advisors first reported a position in iShares US Financial Services ETF in Q4 2023 and has held it in 6 quarters since.
249 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.