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

HBK Sorce 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 Q2	$370K	Hold	3,795	–	–	0.01%	454
2026 Q1	$329K	Sell	3,795 -11	-0.3%	-$965	0.01%	472
2025 Q4	$350K	Sell	3,806 -28	-0.7%	-$2.5K	0.01%	445
2025 Q3	$340K	Hold	3,834	–	–	0.01%	440
2025 Q2	$328K	Sell	3,834 -110	-3%	-$8.72K	0.01%	437
2025 Q1	$310K	Hold	3,944	–	–	0.01%	443
2024 Q4	$307K	Buy	3,944 +1	+0%	+$77	0.01%	448
2024 Q3	$280K	Hold	3,943	–	–	0.01%	469
2024 Q2	$257K	Hold	3,943	–	–	0.01%	479
2024 Q1	$261K	Buy	3,943 +1	+0%	+$62	0.01%	489
2023 Q4	$236K	Hold	3,942	–	–	0.01%	477
2023 Q3	$203K	Hold	3,942	–	–	0.01%	511
2023 Q2	$208K	Buy	+3,942	New	+$200K	0.01%	531
2023 Q1	–	Sell	-8,070	Closed	-$424K	–	729
2022 Q4	$424K	Buy	+8,070	New	+$423K	0.01%	444
2022 Q3	–	Sell	-4,512	Closed	-$223K	–	622
2022 Q2	$223K	Buy	+4,512	New	+$245K	0.02%	401
2022 Q1	–	Sell	-4,512	Closed	-$290K	–	588
2021 Q4	$290K	Hold	4,512	–	–	0.01%	452
2021 Q3	$283K	Sell	4,512 -90	-2%	-$5.65K	0.02%	457
2021 Q2	$284K	Buy	4,602 +15	+0.3%	+$916	0.02%	460
2021 Q1	$262K	Buy	+4,587	New	+$248K	0.02%	431

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

HBK Sorce Advisory's IYG Position: Q2 2026 in Review

HBK Sorce Advisory held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 3,795 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #454.

HBK Sorce Advisory first reported a position in IYG in Q1 2021 and has held it in 19 quarters since. The position peaked at $424K in Q4 2022. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

HBK Sorce Advisory held 3,795 shares of iShares US Financial Services ETF worth $370K as of Q2 2026.
HBK Sorce Advisory left its iShares US Financial Services ETF share count unchanged in Q2 2026.
iShares US Financial Services ETF made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #454 holding.
HBK Sorce Advisory first reported a position in iShares US Financial Services ETF in Q1 2021 and has held it in 19 quarters since.
HBK Sorce Advisory's iShares US Financial Services ETF position peaked at $424K in Q4 2022.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.