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GeoWealth Management’s iShares US Financial Services ETF IYG Stock Holding History

GeoWealth Management’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
Q3 		– Sell
-11,642
Closed -$997K – 1001
2025
Q2 		$997K Sell
11,642
-1,872
-14% -$148K 0.04% 257
2025
Q1 		$1.06M Sell
13,514
-738
-5% -$59.4K 0.04% 246
2024
Q4 		$1.11M Sell
14,252
-11,288
-44% -$871K 0.04% 280
2024
Q3 		$1.81M Sell
25,540
-562
-2% -$38.6K 0.06% 198
2024
Q2 		$1.7M Sell
26,102
-222
-0.8% -$14.4K 0.07% 180
2024
Q1 		$1.75M Sell
26,324
-9,439
-26% -$586K 0.07% 194
2023
Q4 		$2.14M Buy
35,763
+9,303
+35% +$501K 0.18% 114
2023
Q3 		$1.36M Sell
26,460
-498
-2% -$26.9K 0.15% 118
2023
Q2 		$1.42M Buy
26,958
+2,391
+10% +$121K 0.15% 102
2023
Q1 		$1.24M Sell
24,567
-11,313
-32% -$617K 0.14% 86
2022
Q4 		$1.88M Sell
35,880
-17,814
-33% -$934K 0.2% 81
2022
Q3 		$2.53M Sell
53,694
-3,309
-6% -$174K 0.28% 73
2022
Q2 		$2.82M Sell
57,003
-34,926
-38% -$1.89M 0.38% 60
2022
Q1 		$5.53M Sell
91,929
-14,475
-14% -$913K 0.49% 56
2021
Q4 		$6.85M Sell
106,404
-2,334
-2% -$152K 0.56% 49
2021
Q3 		$6.82M Buy
108,738
+216
+0.2% +$13.6K 0.56% 56
2021
Q2 		$6.7M Buy
108,522
+30,990
+40% +$1.89M 0.85% 31
2021
Q1 		$4.43M Buy
77,532
+17,589
+29% +$952K 0.69% 41
2020
Q4 		$3M Buy
+59,943
New +$2.7M 0.48% 61

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

GeoWealth Management's IYG Position: Q3 2025 in Review

GeoWealth Management sold out of iShares US Financial Services ETF (IYG) in Q3 2025, closing a stake of 11,642 shares — an estimated $997K sold.

GeoWealth Management first reported a position in IYG in Q4 2020 and held it in 19 quarters. The position peaked at $6.85M in Q4 2021. 252 funds tracked by Wall St. Rank hold IYG as of Q3 2025.

  • GeoWealth Management reported no remaining iShares US Financial Services ETF position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 11,642 iShares US Financial Services ETF shares in Q3 2025, an estimated $997K.
  • GeoWealth Management first reported a position in iShares US Financial Services ETF in Q4 2020 and held it in 19 quarters.
  • GeoWealth Management's iShares US Financial Services ETF position peaked at $6.85M in Q4 2021.
  • 252 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.