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
2026 Q2	$118K	Buy	+1,302	New	+$114K	﹤0.01%	1639
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

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

EP Wealth Advisors's IYG Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in iShares US Financial Services ETF (IYG) in Q2 2026: 1,302 shares worth $118K. The stake represents ﹤0.01% of the portfolio and ranks #1639 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in IYG as recently as Q2 2025.

EP Wealth Advisors first reported a position in IYG in Q4 2023 and has held it in 7 quarters since. The position peaked at $215K in Q2 2025. 263 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

EP Wealth Advisors held 1,302 shares of iShares US Financial Services ETF worth $118K as of Q2 2026.
iShares US Financial Services ETF was a new EP Wealth Advisors position in Q2 2026.
iShares US Financial Services ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1639 holding.
EP Wealth Advisors first reported a position in iShares US Financial Services ETF in Q4 2023 and has held it in 7 quarters since.
EP Wealth Advisors's iShares US Financial Services ETF position peaked at $215K in Q2 2025.
263 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.