Fisher Asset Management
IYG icon

Fisher Asset Management’s iShares US Financial Services ETF IYG Stock Holding History

Fisher Asset 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
2025
Q2 		– Sell
-3,328
Closed -$261K – 1036
2025
Q1 		$261K Sell
3,328
-893
-21% -$71.9K ﹤0.01% 924
2024
Q4 		$328K Buy
4,221
+713
+20% +$55K ﹤0.01% 855
2024
Q3 		$249K Buy
3,508
+22
+0.6% +$1.51K ﹤0.01% 864
2024
Q2 		$227K Hold
3,486
– – ﹤0.01% 935
2024
Q1 		$231K Sell
3,486
-426
-11% -$26.5K ﹤0.01% 913
2023
Q4 		$234K Buy
+3,912
New +$211K ﹤0.01% 918
2019
Q1 		– Sell
-50,349
Closed -$1.88M – 833
2018
Q4 		$1.88M Buy
+50,349
New +$2.08M ﹤0.01% 530

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

Fisher Asset Management's IYG Position: Q2 2025 in Review

Fisher Asset Management sold out of iShares US Financial Services ETF (IYG) in Q2 2025, closing a stake of 3,328 shares — an estimated $261K sold.

Fisher Asset Management first reported a position in IYG in Q4 2018 and held it in 7 quarters. The position peaked at $1.88M in Q4 2018. 249 funds tracked by Wall St. Rank hold IYG as of Q2 2025.

  • Fisher Asset Management reported no remaining iShares US Financial Services ETF position as of Q2 2025 after selling out during the quarter.
  • Fisher Asset Management sold 3,328 iShares US Financial Services ETF shares in Q2 2025, an estimated $261K.
  • Fisher Asset Management first reported a position in iShares US Financial Services ETF in Q4 2018 and held it in 7 quarters.
  • Fisher Asset Management's iShares US Financial Services ETF position peaked at $1.88M in Q4 2018.
  • 249 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2025.

Based on Fisher Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.