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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
Q3 		$13.2M Sell
147,151
-1,340
-0.9% -$128K 0.16% 96
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

FAM
Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
O3W
Omni 360 Wealth Plainsboro, New Jersey $221M AUM 11.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
OCM
Objective Capital Management Pepper Pike, Ohio $112M AUM 15.2% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $290M AUM 16.64% 1-Year Est. Return
WFL
Wealth Forward LLC Fargo, North Dakota $221M AUM 10.49% 1-Year Est. Return

Ferguson Wellman Capital Management's IYG Position: Q3 2026 in Review

Ferguson Wellman Capital Management reduced its iShares US Financial Services ETF (IYG) stake by 0.9% in Q3 2026, selling an estimated $128K and leaving 147,151 shares worth $13.2M. The position accounts for 0.16% of the portfolio, ranked #96.

Ferguson Wellman Capital Management first reported a position in IYG in Q4 2018 and has held it in 32 quarters since. The position peaked at $23.7M in Q4 2018. 25 funds tracked by Wall St. Rank hold IYG as of Q3 2026.

  • Ferguson Wellman Capital Management held 147,151 shares of iShares US Financial Services ETF worth $13.2M as of Q3 2026.
  • Ferguson Wellman Capital Management sold 1,340 iShares US Financial Services ETF shares in Q3 2026, an estimated $128K.
  • iShares US Financial Services ETF made up 0.16% of Ferguson Wellman Capital Management's portfolio in Q3 2026, its #96 holding.
  • Ferguson Wellman Capital Management first reported a position in iShares US Financial Services ETF in Q4 2018 and has held it in 32 quarters since.
  • Ferguson Wellman Capital Management's iShares US Financial Services ETF position peaked at $23.7M in Q4 2018.
  • 25 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.