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

Harbor Investment 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
2026 Q1	–	Sell	-383	Closed	-$35.3K	–	1299
2025 Q4	$35.3K	Hold	383	–	–	﹤0.01%	717
2025 Q3	$34.3K	Hold	383	–	–	﹤0.01%	702
2025 Q2	$32.8K	Buy	383 +113	+42%	+$8.96K	﹤0.01%	697
2025 Q1	$21.2K	Hold	270	–	–	﹤0.01%	763
2024 Q4	$21K	Hold	270	–	–	﹤0.01%	741
2024 Q3	$19.2K	Hold	270	–	–	﹤0.01%	750
2024 Q2	$17.6K	Hold	270	–	–	﹤0.01%	761
2024 Q1	$17.9K	Hold	270	–	–	﹤0.01%	753
2023 Q4	$16.1K	Hold	270	–	–	﹤0.01%	751
2023 Q3	$13.9K	Hold	270	–	–	﹤0.01%	741
2023 Q2	$14.2K	Hold	270	–	–	﹤0.01%	962
2023 Q1	$13.6K	Hold	270	–	–	﹤0.01%	986
2022 Q4	$14.2K	Hold	270	–	–	﹤0.01%	960
2022 Q3	$13K	Hold	270	–	–	﹤0.01%	995
2022 Q2	$13K	Buy	+270	New	+$14.6K	﹤0.01%	992
2021 Q4	–	Sell	-480	Closed	-$30K	–	1328
2021 Q3	$30K	Buy	+480	New	+$30.1K	﹤0.01%	871

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

Harbor Investment Advisory's IYG Position: Q1 2026 in Review

Harbor Investment Advisory sold out of iShares US Financial Services ETF (IYG) in Q1 2026, closing a stake of 383 shares — an estimated $35.3K sold.

Harbor Investment Advisory first reported a position in IYG in Q3 2021 and held it in 16 quarters. The position peaked at $35.3K in Q4 2025. 265 funds tracked by Wall St. Rank hold IYG as of Q1 2026.

Harbor Investment Advisory reported no remaining iShares US Financial Services ETF position as of Q1 2026 after selling out during the quarter.
Harbor Investment Advisory sold 383 iShares US Financial Services ETF shares in Q1 2026, an estimated $35.3K.
Harbor Investment Advisory first reported a position in iShares US Financial Services ETF in Q3 2021 and held it in 16 quarters.
Harbor Investment Advisory's iShares US Financial Services ETF position peaked at $35.3K in Q4 2025.
265 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2026.

Based on Harbor Investment Advisory's 13F filing for Q1 2026, filed 23 Apr 2026.