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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
2025
Q3 		– Sell
-417
Closed -$35.7K – 638
2025
Q2 		$35.7K Buy
+417
New +$33.1K 0.04% 212

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Evolution Wealth Management's IYG Position: Q3 2025 in Review

Evolution Wealth Management sold out of iShares US Financial Services ETF (IYG) in Q3 2025, closing a stake of 417 shares — an estimated $35.7K sold.

Evolution Wealth Management first reported a position in IYG in Q2 2025 and held it in 1 quarter. The position peaked at $35.7K in Q2 2025. 252 funds tracked by Wall St. Rank hold IYG as of Q3 2025.

  • Evolution Wealth Management reported no remaining iShares US Financial Services ETF position as of Q3 2025 after selling out during the quarter.
  • Evolution Wealth Management sold 417 iShares US Financial Services ETF shares in Q3 2025, an estimated $35.7K.
  • Evolution Wealth Management first reported a position in iShares US Financial Services ETF in Q2 2025 and held it in 1 quarter.
  • Evolution Wealth Management's iShares US Financial Services ETF position peaked at $35.7K in Q2 2025.
  • 252 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2025.

Based on Evolution Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.