HI
IYG icon

Harbour Investments’s iShares US Financial Services ETF IYG Stock Holding History

Harbour Investments’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 		$386K Sell
4,268
-50
-1% -$4.39K 0.01% 1252
2026
Q1 		$358K Buy
4,318
+2,741
+174% +$241K 0.01% 1213
2025
Q4 		$146K Buy
1,577
+274
+21% +$24.5K ﹤0.01% 1446
2025
Q3 		$117K Buy
1,303
+167
+15% +$14.7K ﹤0.01% 1516
2025
Q2 		$97.3K Hold
1,136
– – ﹤0.01% 1522
2025
Q1 		$89.3K Sell
1,136
-60
-5% -$4.83K ﹤0.01% 1486
2024
Q4 		$93.1K Sell
1,196
-25
-2% -$1.93K ﹤0.01% 1392
2024
Q3 		$86.7K Buy
1,221
+741
+154% +$50.9K ﹤0.01% 1397
2024
Q2 		$31.3K Sell
480
-120
-20% -$7.79K ﹤0.01% 1757
2024
Q1 		$39.8K Sell
600
-48
-7% -$2.98K ﹤0.01% 1631
2023
Q4 		$38.7K Sell
648
-1,083
-63% -$58.3K ﹤0.01% 1573
2023
Q3 		$89.3K Sell
1,731
-1,734
-50% -$93.8K ﹤0.01% 1094
2023
Q2 		$182K Buy
3,465
+717
+26% +$36.3K 0.01% 828
2023
Q1 		$138K Sell
2,748
-459
-14% -$25K 0.01% 909
2022
Q4 		$168K Buy
3,207
+27
+0.8% +$1.42K 0.01% 801
2022
Q3 		$157K Hold
3,180
– – 0.01% 791
2022
Q2 		$157K Buy
+3,180
New +$172K 0.01% 791
2021
Q4 		$206K Sell
3,198
-3,006
-48% -$196K 0.01% 708
2021
Q3 		$389K Buy
6,204
+270
+5% +$16.9K 0.01% 745
2021
Q2 		$367K Sell
5,934
-72
-1% -$4.4K 0.01% 799
2021
Q1 		$343K Buy
+6,006
New +$325K 0.01% 749

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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Harbour Investments's IYG Position: Q2 2026 in Review

Harbour Investments reduced its iShares US Financial Services ETF (IYG) stake by 1.2% in Q2 2026, selling an estimated $4.39K and leaving 4,268 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #1252.

Harbour Investments first reported a position in IYG in Q1 2021 and has held it in 21 quarters since. The position peaked at $389K in Q3 2021. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Harbour Investments held 4,268 shares of iShares US Financial Services ETF worth $386K as of Q2 2026.
  • Harbour Investments sold 50 iShares US Financial Services ETF shares in Q2 2026, an estimated $4.39K.
  • iShares US Financial Services ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #1252 holding.
  • Harbour Investments first reported a position in iShares US Financial Services ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's iShares US Financial Services ETF position peaked at $389K in Q3 2021.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.