Fiduciary Alliance’s iShares US Financial Services ETF IYG Stock Holding History

Fiduciary Alliance’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	$246K	Sell	2,740 -25	-0.9%	-$2.38K	0.02%	443
2026 Q2	$250K	Hold	2,765	–	–	0.02%	485
2026 Q1	$243K	Sell	2,765 -110	-4%	-$9.7K	0.01%	495
2025 Q4	$265K	Buy	2,875 +100	+4%	+$8.92K	0.02%	444
2025 Q3	$249K	Buy	2,775 +50	+2%	+$4.4K	0.02%	442
2025 Q2	$233K	Buy	+2,725	New	+$216K	0.02%	439

Other funds holding IYG

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Circle Wealth Management Summit, New Jersey $8.25B AUM 23.72% 1-Year Est. Return

Fiduciary Alliance's IYG Position: Q3 2026 in Review

Fiduciary Alliance reduced its iShares US Financial Services ETF (IYG) stake by 0.9% in Q3 2026, selling an estimated $2.38K and leaving 2,740 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #443.

Fiduciary Alliance first reported a position in IYG in Q2 2025 and has held it in 6 quarters since. The position peaked at $265K in Q4 2025. 241 funds tracked by Wall St. Rank hold IYG as of Q3 2026.

Fiduciary Alliance held 2,740 shares of iShares US Financial Services ETF worth $246K as of Q3 2026.
Fiduciary Alliance sold 25 iShares US Financial Services ETF shares in Q3 2026, an estimated $2.38K.
iShares US Financial Services ETF made up 0.02% of Fiduciary Alliance's portfolio in Q3 2026, its #443 holding.
Fiduciary Alliance first reported a position in iShares US Financial Services ETF in Q2 2025 and has held it in 6 quarters since.
Fiduciary Alliance's iShares US Financial Services ETF position peaked at $265K in Q4 2025.
241 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.