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

Frazier Financial 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	$30.7K	Hold	339	–	–	0.02%	252
2026 Q1	$28.1K	Hold	339	–	–	0.02%	267
2025 Q4	$31.3K	Hold	339	–	–	0.02%	222
2025 Q3	$30.4K	Hold	339	–	–	0.02%	216
2025 Q2	$29K	Hold	339	–	–	0.02%	213
2025 Q1	$26.6K	Hold	339	–	–	0.02%	208
2024 Q4	$26.4K	Sell	339 -150	-31%	-$11.6K	0.02%	210
2024 Q3	$34.7K	Hold	489	–	–	0.03%	185
2024 Q2	$31.9K	Hold	489	–	–	0.03%	216
2024 Q1	$32.4K	Hold	489	–	–	0.03%	194
2023 Q4	$29.2K	Buy	+489	New	+$26.3K	0.03%	186

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

Frazier Financial Advisors's IYG Position: Q2 2026 in Review

Frazier Financial Advisors held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 339 shares worth $30.7K. The position accounts for 0.02% of the portfolio, ranked #252.

Frazier Financial Advisors first reported a position in IYG in Q4 2023 and has held it in 11 quarters since. The position peaked at $34.7K in Q3 2024. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Frazier Financial Advisors held 339 shares of iShares US Financial Services ETF worth $30.7K as of Q2 2026.
Frazier Financial Advisors left its iShares US Financial Services ETF share count unchanged in Q2 2026.
iShares US Financial Services ETF made up 0.02% of Frazier Financial Advisors's portfolio in Q2 2026, its #252 holding.
Frazier Financial Advisors first reported a position in iShares US Financial Services ETF in Q4 2023 and has held it in 11 quarters since.
Frazier Financial Advisors's iShares US Financial Services ETF position peaked at $34.7K in Q3 2024.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.