Excelsior Advisor Network’s iShares US Financial Services ETF IYG Stock Holding History

Excelsior Advisor Network’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	$292K	Buy	+3,232	New	+$284K	0.04%	366

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

Excelsior Advisor Network's IYG Position: Q2 2026 in Review

Excelsior Advisor Network opened a new position in iShares US Financial Services ETF (IYG) in Q2 2026: 3,232 shares worth $292K. The stake represents 0.04% of the portfolio and ranks #366 among its holdings.

261 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Excelsior Advisor Network held 3,232 shares of iShares US Financial Services ETF worth $292K as of Q2 2026.
iShares US Financial Services ETF was a new Excelsior Advisor Network position in Q2 2026.
iShares US Financial Services ETF made up 0.04% of Excelsior Advisor Network's portfolio in Q2 2026, its #366 holding.
261 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.