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 Q2	$250K	Hold	2,765	–	–	0.02%	485
2026 Q1	$243K	Sell	2,765 -110	-4%	-$9.65K	0.01%	495
2025 Q4	$265K	Buy	2,875 +100	+4%	+$8.93K	0.02%	444
2025 Q3	$249K	Buy	2,775 +50	+2%	+$4.39K	0.02%	442
2025 Q2	$233K	Buy	+2,725	New	+$216K	0.02%	439

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

Fiduciary Alliance's IYG Position: Q2 2026 in Review

Fiduciary Alliance held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 2,765 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #485.

Fiduciary Alliance first reported a position in IYG in Q2 2025 and has held it in 5 quarters since. The position peaked at $265K in Q4 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Fiduciary Alliance held 2,765 shares of iShares US Financial Services ETF worth $250K as of Q2 2026.
Fiduciary Alliance left its iShares US Financial Services ETF share count unchanged in Q2 2026.
iShares US Financial Services ETF made up 0.02% of Fiduciary Alliance's portfolio in Q2 2026, its #485 holding.
Fiduciary Alliance first reported a position in iShares US Financial Services ETF in Q2 2025 and has held it in 5 quarters since.
Fiduciary Alliance's iShares US Financial Services ETF position peaked at $265K in Q4 2025.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.