Highland Investment Advisors LLC’s iShares US Financial Services ETF IYG Stock Holding History

Highland Investment Advisors LLC’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	$33.8K	Buy	+373	New	+$32.7K	0.01%	221

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Highland Investment Advisors LLC's IYG Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in iShares US Financial Services ETF (IYG) in Q2 2026: 373 shares worth $33.8K. The stake represents 0.01% of the portfolio and ranks #221 among its holdings.

217 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Highland Investment Advisors LLC held 373 shares of iShares US Financial Services ETF worth $33.8K as of Q2 2026.
iShares US Financial Services ETF was a new Highland Investment Advisors LLC position in Q2 2026.
iShares US Financial Services ETF made up 0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #221 holding.
217 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.