GoalVest Advisory’s iShares US Financial Services ETF IYG Stock Holding History

GoalVest Advisory’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 Q2	–	Sell	-56	Closed	-$4.4K	–	451
2025 Q1	$4.4K	Hold	56	–	–	﹤0.01%	291
2024 Q4	$4.36K	Buy	+56	New	+$4.32K	﹤0.01%	310

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

GoalVest Advisory's IYG Position: Q2 2025 in Review

GoalVest Advisory sold out of iShares US Financial Services ETF (IYG) in Q2 2025, closing a stake of 56 shares — an estimated $4.4K sold.

GoalVest Advisory first reported a position in IYG in Q4 2024 and held it in 2 quarters. The position peaked at $4.4K in Q1 2025. 249 funds tracked by Wall St. Rank hold IYG as of Q2 2025.

GoalVest Advisory reported no remaining iShares US Financial Services ETF position as of Q2 2025 after selling out during the quarter.
GoalVest Advisory sold 56 iShares US Financial Services ETF shares in Q2 2025, an estimated $4.4K.
GoalVest Advisory first reported a position in iShares US Financial Services ETF in Q4 2024 and held it in 2 quarters.
GoalVest Advisory's iShares US Financial Services ETF position peaked at $4.4K in Q1 2025.
249 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.