INVST
HYGW icon

INVST’s iShares HYG Premium Income+ ETF HYGW Stock Holding History

INVST’s Portfolio HYGW Stock Details HYGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-11,716
Closed -$346K – 353
2026
Q1 		$346K Sell
11,716
-17,749
-60% -$528K 0.04% 275
2025
Q4 		$880K Buy
29,465
+2,627
+10% +$78.9K 0.1% 173
2025
Q3 		$815K Buy
26,838
+4,651
+21% +$141K 0.09% 177
2025
Q2 		$679K Buy
22,187
+822
+4% +$25.2K 0.08% 200
2025
Q1 		$672K Buy
21,365
+1,917
+10% +$60.8K 0.09% 187
2024
Q4 		$618K Buy
+19,448
New +$629K 0.08% 156

Other funds holding HYGW

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RiverFront Investment Group
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Garde Capital
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
Prosperity Consulting Group
Prosperity Consulting Group Owings Mills, Maryland $2.64B AUM 23.19% 1-Year Est. Return
Integrity Alliance
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

INVST's HYGW Position: Q2 2026 in Review

INVST sold out of iShares HYG Premium Income+ ETF (HYGW) in Q2 2026, closing a stake of 11,716 shares — an estimated $346K sold.

INVST first reported a position in HYGW in Q4 2024 and held it in 6 quarters. The position peaked at $880K in Q4 2025. 50 funds tracked by Wall St. Rank hold HYGW as of Q2 2026.

  • INVST reported no remaining iShares HYG Premium Income+ ETF position as of Q2 2026 after selling out during the quarter.
  • INVST sold 11,716 iShares HYG Premium Income+ ETF shares in Q2 2026, an estimated $346K.
  • INVST first reported a position in iShares HYG Premium Income+ ETF in Q4 2024 and held it in 6 quarters.
  • INVST's iShares HYG Premium Income+ ETF position peaked at $880K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held iShares HYG Premium Income+ ETF as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.