HighTower Advisors
IYG icon

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

HighTower 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
2026
Q2 		$3.31M Sell
36,564
-592
-2% -$51.9K ﹤0.01% 1474
2026
Q1 		$3.08M Sell
37,156
-11,689
-24% -$1.03M ﹤0.01% 1459
2025
Q4 		$4.51M Sell
48,845
-1,136
-2% -$101K ﹤0.01% 1220
2025
Q3 		$4.48M Sell
49,981
-1,394
-3% -$123K 0.01% 1184
2025
Q2 		$4.4M Sell
51,375
-2,425
-5% -$192K 0.01% 1140
2025
Q1 		$4.23M Buy
53,800
+1,433
+3% +$115K 0.01% 1126
2024
Q4 		$4.07M Buy
52,367
+3,839
+8% +$296K 0.01% 1132
2024
Q3 		$3.44M Sell
48,528
-25,690
-35% -$1.77M ﹤0.01% 1206
2024
Q2 		$4.84M Buy
74,218
+24,338
+49% +$1.58M 0.01% 1018
2024
Q1 		$3.31M Buy
49,880
+692
+1% +$43K 0.01% 1156
2023
Q4 		$2.94M Buy
49,188
+1,491
+3% +$80.3K ﹤0.01% 1229
2023
Q3 		$2.46M Buy
47,697
+5,628
+13% +$304K ﹤0.01% 1268
2023
Q2 		$2.22M Buy
42,069
+138
+0.3% +$6.99K ﹤0.01% 1299
2023
Q1 		$2.11M Buy
41,931
+5,352
+15% +$292K ﹤0.01% 1254
2022
Q4 		$1.93M Buy
36,579
+24,141
+194% +$1.27M ﹤0.01% 1310
2022
Q3 		$585K Sell
12,438
-927
-7% -$48.6K ﹤0.01% 1915
2022
Q2 		$661K Sell
13,365
-5,616
-30% -$305K ﹤0.01% 1880
2022
Q1 		$1.15M Sell
18,981
-7,650
-29% -$482K ﹤0.01% 1679
2021
Q4 		$1.72M Buy
26,631
+13,209
+98% +$861K ﹤0.01% 1449
2021
Q3 		$844K Buy
13,422
+561
+4% +$35.2K ﹤0.01% 1752
2021
Q2 		$794K Buy
12,861
+1,989
+18% +$122K ﹤0.01% 1779
2021
Q1 		$618K Sell
10,872
-342
-3% -$18.5K ﹤0.01% 1846
2020
Q4 		$560K Sell
11,214
-89,370
-89% -$4.03M ﹤0.01% 1588
2020
Q3 		$4.06M Buy
100,584
+9,939
+11% +$410K 0.02% 626
2020
Q2 		$3.58M Buy
90,645
+80,088
+759% +$3.08M 0.02% 625
2020
Q1 		$362K Buy
10,557
+3,396
+47% +$155K ﹤0.01% 1472
2019
Q4 		$363K Sell
7,161
-168
-2% -$8.07K ﹤0.01% 1598
2019
Q3 		$334K Sell
7,329
-6,417
-47% -$289K ﹤0.01% 1721
2019
Q2 		$617K Buy
13,746
+303
+2% +$13.3K ﹤0.01% 1410
2019
Q1 		$558K Buy
13,443
+1,848
+16% +$76.6K ﹤0.01% 1402
2018
Q4 		$434K Buy
11,595
+825
+8% +$34K ﹤0.01% 1430
2018
Q3 		$479K Buy
10,770
+2,571
+31% +$116K ﹤0.01% 1478
2018
Q2 		$354K Buy
8,199
+2,376
+41% +$105K ﹤0.01% 1607
2018
Q1 		$255K Sell
5,823
-132
-2% -$6K ﹤0.01% 1754
2017
Q4 		$259K Sell
5,955
-462
-7% -$19.3K ﹤0.01% 1777
2017
Q3 		$257K Buy
+6,417
New +$246K ﹤0.01% 1769
2016
Q1 		– Sell
-267,291
Closed -$8.02M – 2133
2015
Q4 		$8.02M Buy
267,291
+51,654
+24% +$1.57M 0.1% 224
2015
Q3 		$6.14M Buy
215,637
+43,203
+25% +$1.32M 0.08% 263
2015
Q2 		$5.41M Buy
+172,434
New +$5.35M 0.09% 252
2015
Q1 		– Sell
-114,915
Closed -$3.52M – 1659
2014
Q4 		$3.52M Sell
114,915
-66,318
-37% -$1.95M 0.05% 385
2014
Q3 		$5.2M Buy
181,233
+88,299
+95% +$2.51M 0.09% 262
2014
Q2 		$2.62M Sell
92,934
-1,080
-1% -$29.7K 0.05% 480
2014
Q1 		$2.67M Buy
+94,014
New +$2.61M 0.05% 419

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
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

HighTower Advisors's IYG Position: Q2 2026 in Review

HighTower Advisors reduced its iShares US Financial Services ETF (IYG) stake by 1.6% in Q2 2026, selling an estimated $51.9K and leaving 36,564 shares worth $3.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

HighTower Advisors first reported a position in IYG in Q1 2014 and has held it in 43 quarters since. The position peaked at $8.02M in Q4 2015. 150 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • HighTower Advisors held 36,564 shares of iShares US Financial Services ETF worth $3.31M as of Q2 2026.
  • HighTower Advisors sold 592 iShares US Financial Services ETF shares in Q2 2026, an estimated $51.9K.
  • iShares US Financial Services ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1474 holding.
  • HighTower Advisors first reported a position in iShares US Financial Services ETF in Q1 2014 and has held it in 43 quarters since.
  • HighTower Advisors's iShares US Financial Services ETF position peaked at $8.02M in Q4 2015.
  • 150 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.