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Ferguson Wellman Capital Management’s iShares US Financial Services ETF IYG Stock Holding History

Ferguson Wellman Capital 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 		$13.4M Hold
148,491
– – 0.16% 98
2026
Q1 		$12.3M Sell
148,491
-2,450
-2% -$215K 0.17% 93
2025
Q4 		$13.9M Sell
150,941
-2,410
-2% -$215K 0.22% 67
2025
Q3 		$13.7M Sell
153,351
-3,415
-2% -$300K 0.22% 68
2025
Q2 		$13.4M Sell
156,766
-1,145
-0.7% -$90.8K 0.24% 67
2025
Q1 		$12.4M Sell
157,911
-415
-0.3% -$33.4K 0.24% 70
2024
Q4 		$12.3M Sell
158,326
-380
-0.2% -$29.3K 0.23% 72
2024
Q3 		$11.3M Sell
158,706
-793
-0.5% -$54.5K 0.22% 76
2024
Q2 		$10.4M Sell
159,499
-4,607
-3% -$299K 0.21% 77
2024
Q1 		$10.9M Sell
164,106
-8,100
-5% -$503K 0.22% 74
2023
Q4 		$10.3M Sell
172,206
-3,600
-2% -$194K 0.23% 74
2023
Q3 		$9.06M Sell
175,806
-2,379
-1% -$129K 0.22% 78
2023
Q2 		$9.38M Sell
178,185
-3,750
-2% -$190K 0.22% 81
2023
Q1 		$9.15M Sell
181,935
-3,060
-2% -$167K 0.23% 77
2022
Q4 		$9.71M Buy
184,995
+45,600
+33% +$2.39M 0.25% 75
2022
Q3 		$6.56M Sell
139,395
-927
-0.7% -$48.6K 0.26% 67
2022
Q2 		$6.93M Sell
140,322
-6,072
-4% -$329K 0.26% 73
2022
Q1 		$8.8M Sell
146,394
-1,236
-0.8% -$77.9K 0.28% 72
2021
Q4 		$9.5M Sell
147,630
-7,245
-5% -$472K 0.28% 69
2021
Q3 		$9.71M Sell
154,875
-3,165
-2% -$199K 0.31% 68
2021
Q2 		$9.76M Sell
158,040
-3,375
-2% -$206K 0.32% 68
2021
Q1 		$9.21M Sell
161,415
-79,860
-33% -$4.32M 0.32% 70
2020
Q4 		$12.1M Sell
241,275
-35,955
-13% -$1.62M 0.3% 88
2020
Q3 		$11.3M Sell
277,230
-48,354
-15% -$1.99M 0.31% 78
2020
Q2 		$13M Sell
325,584
-27,372
-8% -$1.05M 0.4% 66
2020
Q1 		$12.1M Sell
352,956
-79,650
-18% -$3.64M 0.45% 59
2019
Q4 		$21.9M Sell
432,606
-2,184
-0.5% -$105K 0.64% 50
2019
Q3 		$19.8M Sell
434,790
-270
-0.1% -$12.2K 0.63% 49
2019
Q2 		$19.4M Sell
435,060
-71,550
-14% -$3.13M 0.65% 54
2019
Q1 		$21.1M Sell
506,610
-127,230
-20% -$5.27M 0.72% 45
2018
Q4 		$23.7M Buy
+633,840
New +$26.1M 0.91% 29

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

Ferguson Wellman Capital Management's IYG Position: Q2 2026 in Review

Ferguson Wellman Capital Management held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 148,491 shares worth $13.4M. The position accounts for 0.16% of the portfolio, ranked #98.

Ferguson Wellman Capital Management first reported a position in IYG in Q4 2018 and has held it in 31 quarters since. The position peaked at $23.7M in Q4 2018. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Ferguson Wellman Capital Management held 148,491 shares of iShares US Financial Services ETF worth $13.4M as of Q2 2026.
  • Ferguson Wellman Capital Management left its iShares US Financial Services ETF share count unchanged in Q2 2026.
  • iShares US Financial Services ETF made up 0.16% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #98 holding.
  • Ferguson Wellman Capital Management first reported a position in iShares US Financial Services ETF in Q4 2018 and has held it in 31 quarters since.
  • Ferguson Wellman Capital Management's iShares US Financial Services ETF position peaked at $23.7M in Q4 2018.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.