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Fortis Group Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Fortis Group Advisors’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
Q1 		– Sell
-178
Closed -$13.8K – 511
2024
Q4 		$13.8K Sell
178
-62
-26% -$4.78K ﹤0.01% 284
2024
Q3 		$17K Hold
240
– – ﹤0.01% 259
2024
Q2 		$15.7K Hold
240
– – ﹤0.01% 256
2024
Q1 		$15.9K Sell
240
-240
-50% -$14.9K ﹤0.01% 276
2023
Q4 		$28.7K Buy
480
+240
+100% +$12.9K 0.01% 203
2023
Q3 		$12.4K Buy
+240
New +$13K ﹤0.01% 205
2020
Q3 		$9K Buy
+240
New +$9.9K ﹤0.01% 294

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fortis Group Advisors's IYG Position: Q1 2025 in Review

Fortis Group Advisors sold out of iShares US Financial Services ETF (IYG) in Q1 2025, closing a stake of 178 shares — an estimated $13.8K sold.

Fortis Group Advisors first reported a position in IYG in Q3 2020 and held it in 7 quarters. The position peaked at $28.7K in Q4 2023. 253 funds tracked by Wall St. Rank hold IYG as of Q1 2025.

  • Fortis Group Advisors reported no remaining iShares US Financial Services ETF position as of Q1 2025 after selling out during the quarter.
  • Fortis Group Advisors sold 178 iShares US Financial Services ETF shares in Q1 2025, an estimated $13.8K.
  • Fortis Group Advisors first reported a position in iShares US Financial Services ETF in Q3 2020 and held it in 7 quarters.
  • Fortis Group Advisors's iShares US Financial Services ETF position peaked at $28.7K in Q4 2023.
  • 253 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2025.

Based on Fortis Group Advisors's 13F filing for Q1 2025, filed 2 May 2025.