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Focus Partners Advisor Solutions’s iShares US Financial Services ETF IYG Stock Holding History

Focus Partners Advisor Solutions’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 		$1.6M Buy
17,727
+1,977
+13% +$173K 0.01% 415
2026
Q1 		$1.3M Sell
15,750
-210
-1% -$18.4K 0.01% 478
2025
Q4 		$1.47M Buy
+15,960
New +$1.42M 0.02% 391

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

Focus Partners Advisor Solutions's IYG Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its iShares US Financial Services ETF (IYG) stake by 13% in Q2 2026, buying an estimated $173K and bringing the position to 17,727 shares worth $1.6M. The position accounts for 0.01% of the portfolio, ranked #415.

Focus Partners Advisor Solutions first reported a position in IYG in Q4 2025 and has held it in 3 quarters since. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Focus Partners Advisor Solutions held 17,727 shares of iShares US Financial Services ETF worth $1.6M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 1,977 iShares US Financial Services ETF shares in Q2 2026, an estimated $173K.
  • iShares US Financial Services ETF made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #415 holding.
  • Focus Partners Advisor Solutions first reported a position in iShares US Financial Services ETF in Q4 2025 and has held it in 3 quarters since.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.