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

EverSource 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	–	Sell	-232	Closed	-$18.2K	–	4310
2025 Q1	$18.2K	Hold	232	–	–	﹤0.01%	1739
2024 Q4	$18.1K	Buy	+232	New	+$17.9K	﹤0.01%	1686
2024 Q2	–	Sell	-213	Closed	-$13.5K	–	3105
2024 Q1	$13.5K	Buy	+213	New	+$13.2K	﹤0.01%	1548

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

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

EverSource Wealth Advisors sold out of iShares US Financial Services ETF (IYG) in Q2 2025, closing a stake of 232 shares — an estimated $18.2K sold.

EverSource Wealth Advisors first reported a position in IYG in Q1 2024 and held it in 3 quarters. The position peaked at $18.2K in Q1 2025. 249 funds tracked by Wall St. Rank hold IYG as of Q2 2025.

EverSource Wealth Advisors reported no remaining iShares US Financial Services ETF position as of Q2 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 232 iShares US Financial Services ETF shares in Q2 2025, an estimated $18.2K.
EverSource Wealth Advisors first reported a position in iShares US Financial Services ETF in Q1 2024 and held it in 3 quarters.
EverSource Wealth Advisors's iShares US Financial Services ETF position peaked at $18.2K in Q1 2025.
249 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2025.

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