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J.W. Cole Advisors’s iShares US Financial Services ETF IYG Stock Holding History

J.W. Cole 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 		$5.96M Buy
+65,846
New +$5.78M 0.1% 202
2026
Q1 		– Sell
-62,262
Closed -$5.74M – 1138
2025
Q4 		$5.74M Buy
62,262
+1,325
+2% +$118K 0.14% 150
2025
Q3 		$5.46M Buy
60,937
+2,277
+4% +$200K 0.1% 193
2025
Q2 		$5.02M Sell
58,660
-682
-1% -$54.1K 0.11% 193
2025
Q1 		$4.66M Sell
59,342
-1,468
-2% -$118K 0.14% 149
2024
Q4 		$4.73M Sell
60,810
-429
-0.7% -$33.1K 0.19% 113
2024
Q3 		$4.35M Sell
61,239
-356
-0.6% -$24.5K 0.18% 124
2024
Q2 		$4.02M Buy
61,595
+52
+0.1% +$3.38K 0.19% 115
2024
Q1 		$4.08M Sell
61,543
-2,996
-5% -$186K 0.21% 109
2023
Q4 		$3.86M Sell
64,539
-20,427
-24% -$1.1M 0.23% 103
2023
Q3 		$4.38M Buy
84,966
+3,105
+4% +$168K 0.32% 71
2023
Q2 		$4.31M Buy
81,861
+3,570
+5% +$181K 0.31% 75
2023
Q1 		$3.94M Buy
78,291
+12,780
+20% +$697K 0.28% 82
2022
Q4 		$3.44M Sell
65,511
-1,707
-3% -$89.5K 0.26% 94
2022
Q3 		$3.17M Buy
67,218
+5,208
+8% +$273K 0.26% 93
2022
Q2 		$3.06M Sell
62,010
-1,434
-2% -$77.8K 0.24% 97
2022
Q1 		$3.81M Buy
63,444
+5,463
+9% +$344K 0.26% 94
2021
Q4 		$3.73M Buy
+57,981
New +$3.78M 0.24% 92
2021
Q3 		– Sell
-55,179
Closed -$3.41M – 626
2021
Q2 		$3.41M Sell
55,179
-2,295
-4% -$140K 0.27% 91
2021
Q1 		$3.28M Buy
57,474
+1,485
+3% +$80.4K 0.32% 76
2020
Q4 		$2.8M Buy
+55,989
New +$2.53M 0.29% 81
2020
Q3 		– Sell
-55,140
Closed -$2.19M – 789
2020
Q2 		$2.19M Buy
+55,140
New +$2.12M 0.33% 91
2020
Q1 		– Sell
-50,136
Closed -$2.54M – 315
2019
Q4 		$2.54M Buy
+50,136
New +$2.41M 0.32% 83

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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

J.W. Cole Advisors's IYG Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares US Financial Services ETF (IYG) in Q2 2026: 65,846 shares worth $5.96M. The stake represents 0.1% of the portfolio and ranks #202 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in IYG as recently as Q4 2025.

J.W. Cole Advisors first reported a position in IYG in Q4 2019 and has held it in 23 quarters since. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • J.W. Cole Advisors held 65,846 shares of iShares US Financial Services ETF worth $5.96M as of Q2 2026.
  • iShares US Financial Services ETF was a new J.W. Cole Advisors position in Q2 2026.
  • iShares US Financial Services ETF made up 0.1% of J.W. Cole Advisors's portfolio in Q2 2026, its #202 holding.
  • J.W. Cole Advisors first reported a position in iShares US Financial Services ETF in Q4 2019 and has held it in 23 quarters since.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.