Groupe la Francaise’s iShares US Financial Services ETF IYG Stock Holding History

Groupe la Francaise’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 Q4	–	Sell	-15,000	Closed	-$1.15M	–	619
2025 Q3	$1.15M	Buy	+15,000	New	+$1.32M	0.02%	289

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Groupe la Francaise's IYG Position: Q4 2025 in Review

Groupe la Francaise sold out of iShares US Financial Services ETF (IYG) in Q4 2025, closing a stake of 15,000 shares — an estimated $1.15M sold.

Groupe la Francaise first reported a position in IYG in Q3 2025 and held it in 1 quarter. The position peaked at $1.15M in Q3 2025. 261 funds tracked by Wall St. Rank hold IYG as of Q4 2025.

Groupe la Francaise reported no remaining iShares US Financial Services ETF position as of Q4 2025 after selling out during the quarter.
Groupe la Francaise sold 15,000 iShares US Financial Services ETF shares in Q4 2025, an estimated $1.15M.
Groupe la Francaise first reported a position in iShares US Financial Services ETF in Q3 2025 and held it in 1 quarter.
Groupe la Francaise's iShares US Financial Services ETF position peaked at $1.15M in Q3 2025.
261 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2025.

Based on Groupe la Francaise's 13F filing for Q4 2025, filed 12 Feb 2026.