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

Front Row 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	–	Sell	-150	Closed	-$12.4K	–	589
2026 Q1	$12.4K	Hold	150	–	–	﹤0.01%	362
2025 Q4	$13.8K	Hold	150	–	–	﹤0.01%	346
2025 Q3	$13.4K	Hold	150	–	–	﹤0.01%	348
2025 Q2	$12.8K	Hold	150	–	–	﹤0.01%	347
2025 Q1	$11.8K	Hold	150	–	–	﹤0.01%	343
2024 Q4	$11.7K	Hold	150	–	–	﹤0.01%	342
2024 Q3	$10.7K	Hold	150	–	–	﹤0.01%	356
2024 Q2	$9.78K	Hold	150	–	–	﹤0.01%	583
2024 Q1	$9.95K	Hold	150	–	–	﹤0.01%	591
2023 Q4	$8.96K	Hold	150	–	–	﹤0.01%	339
2023 Q3	$7.78K	Hold	150	–	–	﹤0.01%	580
2023 Q2	$8K	Hold	150	–	–	﹤0.01%	574
2023 Q1	$8K	Hold	150	–	–	﹤0.01%	572
2022 Q4	$8K	Hold	150	–	–	﹤0.01%	544
2022 Q3	$7K	Hold	150	–	–	﹤0.01%	573
2022 Q2	$7K	Hold	150	–	–	﹤0.01%	587
2022 Q1	$9K	Hold	150	–	–	﹤0.01%	572
2021 Q4	$10K	Hold	150	–	–	﹤0.01%	576
2021 Q3	$9K	Hold	150	–	–	﹤0.01%	589
2021 Q2	$9K	Hold	150	–	–	﹤0.01%	592
2021 Q1	$9K	Hold	150	–	–	﹤0.01%	568
2020 Q4	$8K	Hold	150	–	–	﹤0.01%	572
2020 Q3	$7K	Hold	150	–	–	﹤0.01%	603
2020 Q2	$6K	Hold	150	–	–	﹤0.01%	591
2020 Q1	$6K	Hold	150	–	–	﹤0.01%	579
2019 Q4	$8K	Hold	150	–	–	0.01%	501
2019 Q3	$7K	Hold	150	–	–	0.01%	523
2019 Q2	$7K	Hold	150	–	–	0.01%	510
2019 Q1	$6K	Hold	150	–	–	﹤0.01%	538
2018 Q4	$6K	Hold	150	–	–	0.01%	506
2018 Q3	$6K	Hold	150	–	–	﹤0.01%	517
2018 Q2	$7K	Hold	150	–	–	﹤0.01%	518
2018 Q1	$7K	Hold	150	–	–	﹤0.01%	496
2017 Q4	$7K	Buy	+150	New	+$6.25K	0.01%	488

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

Front Row Advisors's IYG Position: Q2 2026 in Review

Front Row Advisors sold out of iShares US Financial Services ETF (IYG) in Q2 2026, closing a stake of 150 shares — an estimated $12.4K sold.

Front Row Advisors first reported a position in IYG in Q4 2017 and held it in 34 quarters. The position peaked at $13.8K in Q4 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Front Row Advisors reported no remaining iShares US Financial Services ETF position as of Q2 2026 after selling out during the quarter.
Front Row Advisors sold 150 iShares US Financial Services ETF shares in Q2 2026, an estimated $12.4K.
Front Row Advisors first reported a position in iShares US Financial Services ETF in Q4 2017 and held it in 34 quarters.
Front Row Advisors's iShares US Financial Services ETF position peaked at $13.8K in Q4 2025.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Front Row Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.