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

Glen Eagle 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	$19.5K	Hold	216	–	–	﹤0.01%	594
2026 Q1	$17.9K	Hold	216	–	–	﹤0.01%	588
2025 Q4	$19.9K	Hold	216	–	–	﹤0.01%	583
2025 Q3	$19.4K	Hold	216	–	–	﹤0.01%	582
2025 Q2	$18.5K	Hold	216	–	–	﹤0.01%	564
2025 Q1	$17K	Hold	216	–	–	﹤0.01%	564
2024 Q4	$16.8K	Hold	216	–	–	﹤0.01%	576
2024 Q3	$15.3K	Hold	216	–	–	﹤0.01%	590
2024 Q2	$14.1K	Hold	216	–	–	﹤0.01%	586
2024 Q1	$14.3K	Hold	216	–	–	﹤0.01%	595
2023 Q4	$12.9K	Hold	216	–	–	﹤0.01%	594
2023 Q3	$11.1K	Hold	216	–	–	﹤0.01%	615
2023 Q2	$11.4K	Hold	216	–	–	﹤0.01%	614
2023 Q1	$10.9K	Hold	216	–	–	﹤0.01%	610
2022 Q4	$11.3K	Hold	216	–	–	﹤0.01%	590
2022 Q3	$10.2K	Hold	216	–	–	﹤0.01%	599
2022 Q2	$10.7K	Hold	216	–	–	﹤0.01%	606
2022 Q1	$13K	Hold	216	–	–	﹤0.01%	582
2021 Q4	$13.9K	Hold	216	–	–	﹤0.01%	564
2021 Q3	$13.5K	Hold	216	–	–	﹤0.01%	635
2021 Q2	$13.3K	Hold	216	–	–	﹤0.01%	637
2021 Q1	$12.3K	Hold	216	–	–	﹤0.01%	625
2020 Q4	$10.8K	Hold	216	–	–	﹤0.01%	620
2020 Q3	$8.79K	Sell	216 -45	-17%	-$1.86K	﹤0.01%	618
2020 Q2	$10.4K	Hold	261	–	–	0.01%	561
2020 Q1	$8.93K	Hold	261	–	–	0.01%	533
2019 Q4	$13.2K	Hold	261	–	–	0.01%	529
2019 Q3	$11.9K	Hold	261	–	–	0.01%	483
2019 Q2	$11.6K	Hold	261	–	–	0.01%	475
2019 Q1	$10.9K	Hold	261	–	–	0.01%	471
2018 Q4	$9.77K	Hold	261	–	–	0.01%	462
2018 Q3	$11.6K	Hold	261	–	–	0.01%	450
2018 Q2	$11.3K	Hold	261	–	–	0.01%	444
2018 Q1	$11.4K	Hold	261	–	–	0.01%	420
2017 Q4	$11.3K	Buy	+261	New	+$10.9K	0.01%	413

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

Glen Eagle Advisors's IYG Position: Q2 2026 in Review

Glen Eagle Advisors held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 216 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Glen Eagle Advisors first reported a position in IYG in Q4 2017 and has held it in 35 quarters since. The position peaked at $19.9K in Q4 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Glen Eagle Advisors held 216 shares of iShares US Financial Services ETF worth $19.5K as of Q2 2026.
Glen Eagle Advisors left its iShares US Financial Services ETF share count unchanged in Q2 2026.
iShares US Financial Services ETF made up ﹤0.01% of Glen Eagle Advisors's portfolio in Q2 2026, its #594 holding.
Glen Eagle Advisors first reported a position in iShares US Financial Services ETF in Q4 2017 and has held it in 35 quarters since.
Glen Eagle Advisors's iShares US Financial Services ETF position peaked at $19.9K in Q4 2025.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Glen Eagle Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.