EWM
IYG icon

Evolution Wealth Management’s iShares US Financial Services ETF IYG Stock Holding History

Evolution Wealth 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 		$2.9K Buy
+32
New +$2.81K ﹤0.01% 784
2025
Q3 		– Sell
-417
Closed -$35.7K – 638
2025
Q2 		$35.7K Buy
+417
New +$33.1K 0.04% 212

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
Goldman Sachs New York $1.15T AUM 47.82% 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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Evolution Wealth Management's IYG Position: Q2 2026 in Review

Evolution Wealth Management opened a new position in iShares US Financial Services ETF (IYG) in Q2 2026: 32 shares worth $2.9K. The stake represents ﹤0.01% of the portfolio and ranks #784 among its holdings. This is a return to the name: Evolution Wealth Management previously reported a position in IYG as recently as Q2 2025.

Evolution Wealth Management first reported a position in IYG in Q2 2025 and has held it in 2 quarters since. The position peaked at $35.7K in Q2 2025. 263 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Evolution Wealth Management held 32 shares of iShares US Financial Services ETF worth $2.9K as of Q2 2026.
  • iShares US Financial Services ETF was a new Evolution Wealth Management position in Q2 2026.
  • iShares US Financial Services ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #784 holding.
  • Evolution Wealth Management first reported a position in iShares US Financial Services ETF in Q2 2025 and has held it in 2 quarters since.
  • Evolution Wealth Management's iShares US Financial Services ETF position peaked at $35.7K in Q2 2025.
  • 263 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.