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Heartwood Wealth Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Heartwood Wealth Advisors’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
-150
Closed -$13.4K – 409
2025
Q3 		$13.4K Buy
+150
New +$13.2K ﹤0.01% 373

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $13.5B AUM 21.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Heartwood Wealth Advisors's IYG Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of iShares US Financial Services ETF (IYG) in Q4 2025, closing a stake of 150 shares — an estimated $13.4K sold.

Heartwood Wealth Advisors first reported a position in IYG in Q3 2025 and held it in 1 quarter. The position peaked at $13.4K in Q3 2025. 261 funds tracked by Wall St. Rank hold IYG as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining iShares US Financial Services ETF position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 150 iShares US Financial Services ETF shares in Q4 2025, an estimated $13.4K.
  • Heartwood Wealth Advisors first reported a position in iShares US Financial Services ETF in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's iShares US Financial Services ETF position peaked at $13.4K in Q3 2025.
  • 261 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.