Forvis Mazars Wealth Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Forvis Mazars Wealth 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
2026 Q2	$447K	Hold	4,945	–	–	0.01%	326
2026 Q1	$410K	Sell	4,945 -444	-8%	-$39K	0.01%	311
2025 Q4	$497K	Sell	5,389 -605	-10%	-$54K	0.01%	287
2025 Q3	$537K	Hold	5,994	–	–	0.01%	272
2025 Q2	$513K	Hold	5,994	–	–	0.01%	280
2025 Q1	$471K	Sell	5,994 -156	-3%	-$12.6K	0.01%	291
2024 Q4	$479K	Hold	6,150	–	–	0.01%	312
2024 Q3	$437K	Hold	6,150	–	–	0.01%	335
2024 Q2	$401K	Hold	6,150	–	–	0.01%	319
2024 Q1	$408K	Sell	6,150 -450	-7%	-$27.9K	0.01%	315
2023 Q4	$394K	Hold	6,600	–	–	0.01%	307
2023 Q3	$340K	Hold	6,600	–	–	0.01%	313
2023 Q2	$348K	Hold	6,600	–	–	0.01%	340
2023 Q1	$332K	Hold	6,600	–	–	0.01%	318
2022 Q4	$347K	Sell	6,600 -1,995	-23%	-$105K	0.01%	308
2022 Q3	$405K	Sell	8,595 -165	-2%	-$8.66K	0.02%	282
2022 Q2	$433K	Sell	8,760 -270	-3%	-$14.6K	0.02%	271
2022 Q1	$543K	Sell	9,030 -102	-1%	-$6.43K	0.02%	184
2021 Q4	$588K	Buy	9,132 +102	+1%	+$6.65K	0.02%	170
2021 Q3	$566K	Hold	9,030	–	–	0.03%	166
2021 Q2	$558K	Sell	9,030 -834	-8%	-$51K	0.03%	165
2021 Q1	$563K	Hold	9,864	–	–	0.03%	166
2020 Q4	$493K	Sell	9,864 -405	-4%	-$18.3K	0.02%	231
2020 Q3	$418K	Hold	10,269	–	–	0.02%	225
2020 Q2	$409K	Sell	10,269 -300	-3%	-$11.5K	0.03%	215
2020 Q1	$362K	Sell	10,569 -390	-4%	-$17.8K	0.03%	203
2019 Q4	$555K	Sell	10,959 -450	-4%	-$21.6K	0.04%	179
2019 Q3	$519K	Hold	11,409	–	–	0.04%	168
2019 Q2	$509K	Sell	11,409 -120	-1%	-$5.25K	0.04%	161
2019 Q1	$480K	Hold	11,529	–	–	0.04%	169
2018 Q4	$431K	Hold	11,529	–	–	0.04%	150
2018 Q3	$512K	Sell	11,529 -576	-5%	-$26.1K	0.04%	142
2018 Q2	$523K	Hold	12,105	–	–	0.05%	136
2018 Q1	$528K	Sell	12,105 -975	-7%	-$44.3K	0.05%	134
2017 Q4	$569K	Sell	13,080 -1,137	-8%	-$47.4K	0.06%	136
2017 Q3	$568K	Hold	14,217	–	–	0.06%	127
2017 Q2	$537K	Sell	14,217 -111	-0.8%	-$4.04K	0.06%	132
2017 Q1	$521K	Hold	14,328	–	–	0.06%	121
2016 Q4	$507K	Sell	14,328 -297	-2%	-$9.69K	0.07%	118
2016 Q3	$428K	Hold	14,625	–	–	0.06%	123
2016 Q2	$393K	Hold	14,625	–	–	0.06%	123
2016 Q1	$396K	Sell	14,625 -1,110	-7%	-$29.3K	0.06%	121
2015 Q4	$472K	Sell	15,735 -3,180	-17%	-$96.5K	0.07%	112
2015 Q3	$539K	Sell	18,915 -750	-4%	-$23K	0.09%	93
2015 Q2	$616K	Sell	19,665 -660	-3%	-$20.5K	0.09%	95
2015 Q1	$606K	Hold	20,325	–	–	0.09%	97
2014 Q4	$622K	Buy	20,325 +105	+0.5%	+$3.09K	0.1%	87
2014 Q3	$580K	Sell	20,220 -150	-0.7%	-$4.26K	0.1%	84
2014 Q2	$573K	Sell	20,370 -1,308	-6%	-$35.9K	0.1%	87
2014 Q1	$611K	Sell	21,678 -1,350	-6%	-$37.5K	0.11%	94
2013 Q4	$643K	Sell	23,028 -1,470	-6%	-$38.7K	0.12%	92
2013 Q3	$605K	Sell	24,498 -1,140	-4%	-$28.5K	0.12%	94
2013 Q2	$611K	Buy	+25,638	New	+$591K	0.48%	57

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

Forvis Mazars Wealth Advisors's IYG Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 4,945 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #326.

Forvis Mazars Wealth Advisors first reported a position in IYG in Q2 2013 and has held it in 53 quarters since. The position peaked at $643K in Q4 2013. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Forvis Mazars Wealth Advisors held 4,945 shares of iShares US Financial Services ETF worth $447K as of Q2 2026.
Forvis Mazars Wealth Advisors left its iShares US Financial Services ETF share count unchanged in Q2 2026.
iShares US Financial Services ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #326 holding.
Forvis Mazars Wealth Advisors first reported a position in iShares US Financial Services ETF in Q2 2013 and has held it in 53 quarters since.
Forvis Mazars Wealth Advisors's iShares US Financial Services ETF position peaked at $643K in Q4 2013.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.