Janney Montgomery Scott
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Janney Montgomery Scott’s iShares US Financial Services ETF IYG Stock Holding History

Janney Montgomery Scott’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
Q1 		$16.4M Sell
198,083
-6,284
-3% -$551K 0.04% 408
2025
Q4 		$18.9M Sell
204,367
-5,367
-3% -$479K 0.04% 385
2025
Q3 		$18.8M Sell
209,734
-3,292
-2% -$289K 0.04% 375
2025
Q2 		$18.2M Sell
213,026
-21,920
-9% -$1.74M 0.05% 361
2025
Q1 		$18.5M Sell
234,946
-4,871
-2% -$392K 0.05% 354
2024
Q4 		$18.7M Sell
239,817
-3,302
-1% -$255K 0.05% 357
2024
Q3 		$17.3M Sell
243,119
-4,280
-2% -$294K 0.05% 379
2024
Q2 		$16.1M Sell
247,399
-12,137
-5% -$788K 0.05% 373
2024
Q1 		$17.2M Sell
259,536
-9,519
-4% -$591K 0.05% 371
2023
Q4 		$16.1M Sell
269,055
-9,114
-3% -$491K 0.05% 356
2023
Q3 		$14.3M Sell
278,169
-7,542
-3% -$408K 0.05% 332
2023
Q2 		$15M Buy
285,711
+21,717
+8% +$1.1M 0.05% 337
2023
Q1 		$13.3M Sell
263,994
-77,127
-23% -$4.21M 0.05% 330
2022
Q4 		$17.9M Sell
341,121
-17,538
-5% -$919K 0.07% 263
2022
Q3 		$16.9M Sell
358,659
-53,739
-13% -$2.82M 0.07% 254
2022
Q2 		$20.5M Sell
412,398
-1,798,812
-81% -$97.5M 0.09% 213
2022
Q1 		$133M Buy
2,211,210
+72,996
+3% +$4.6M 0.57% 33
2021
Q4 		$138M Buy
2,138,214
+52,275
+3% +$3.41M 0.53% 34
2021
Q3 		$131M Buy
2,085,939
+129,405
+7% +$8.12M 0.56% 30
2021
Q2 		$121M Buy
1,956,534
+1,577,052
+416% +$96.3M 0.53% 36
2021
Q1 		$21.7M Buy
379,482
+61,797
+19% +$3.34M 0.11% 189
2020
Q4 		$15.9M Sell
317,685
-670,254
-68% -$30.2M 0.08% 240
2020
Q3 		$40.2M Sell
987,939
-18,444
-2% -$761K 0.23% 103
2020
Q2 		$40.1M Buy
1,006,383
+746,607
+287% +$28.7M 0.25% 95
2020
Q1 		$8.89M Sell
259,776
-122,334
-32% -$5.58M 0.07% 272
2019
Q4 		$19.3M Buy
382,110
+73,815
+24% +$3.55M 0.13% 184
2019
Q3 		$14M Sell
308,295
-35,295
-10% -$1.59M 0.1% 222
2019
Q2 		$15.3M Sell
343,590
-1,110,684
-76% -$48.6M 0.12% 195
2019
Q1 		$60.5M Sell
1,454,274
-846,207
-37% -$35.1M 0.5% 41
2018
Q4 		$86.1M Buy
2,300,481
+126,318
+6% +$5.21M 0.83% 16
2018
Q3 		$96.6M Buy
2,174,163
+86,061
+4% +$3.89M 0.83% 14
2018
Q2 		$90.2M Buy
2,088,102
+128,724
+7% +$5.7M 0.87% 12
2018
Q1 		$85.5M Sell
1,959,378
-50,433
-3% -$2.29M 0.86% 13
2017
Q4 		$87.4M Buy
2,009,811
+94,467
+5% +$3.94M 0.91% 12
2017
Q3 		$76.5M Buy
1,915,344
+669,495
+54% +$25.6M 0.87% 12
2017
Q2 		$47.1M Buy
1,245,849
+108,282
+10% +$3.94M 0.59% 29
2017
Q1 		$41.4M Buy
1,137,567
+1,045,671
+1,138% +$38.4M 0.55% 35
2016
Q4 		$3.25M Buy
91,896
+82,965
+929% +$2.71M 0.05% 362
2016
Q3 		$261K Sell
8,931
-9,381
-51% -$270K ﹤0.01% 1258
2016
Q2 		$492K Buy
18,312
+8,706
+91% +$243K 0.01% 532
2016
Q1 		$260K Sell
9,606
-900
-9% -$23.8K 0.01% 1022
2015
Q4 		$315K Sell
10,506
-285
-3% -$8.65K 0.01% 1031
2015
Q3 		$307K Sell
10,791
-1,824
-14% -$55.9K 0.01% 1051
2015
Q2 		$395K Sell
12,615
-2,586
-17% -$80.3K 0.01% 1324
2015
Q1 		$453K Sell
15,201
-17,784
-54% -$527K 0.01% 1446
2014
Q4 		$1.01M Buy
32,985
+19,863
+151% +$585K 0.02% 864
2014
Q3 		$377K Sell
13,122
-1,167
-8% -$33.1K 0.01% 1483
2014
Q2 		$402K Sell
14,289
-2,367
-14% -$65K 0.01% 1393
2014
Q1 		$471K Hold
16,656
– – 0.01% 1168
2013
Q4 		$465K Buy
16,656
+4,605
+38% +$121K 0.01% 1139
2013
Q3 		$298K Buy
+12,051
New +$302K 0.01% 1343

Other funds holding IYG

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott's IYG Position: Q1 2026 in Review

Janney Montgomery Scott reduced its iShares US Financial Services ETF (IYG) stake by 3.1% in Q1 2026, selling an estimated $551K and leaving 198,083 shares worth $16.4M. The position accounts for 0.04% of the portfolio, ranked #408.

Janney Montgomery Scott first reported a position in IYG in Q3 2013 and has held it in 51 quarters since. The position peaked at $138M in Q4 2021. 264 funds tracked by Wall St. Rank hold IYG as of Q1 2026.

  • Janney Montgomery Scott held 198,083 shares of iShares US Financial Services ETF worth $16.4M as of Q1 2026.
  • Janney Montgomery Scott sold 6,284 iShares US Financial Services ETF shares in Q1 2026, an estimated $551K.
  • iShares US Financial Services ETF made up 0.04% of Janney Montgomery Scott's portfolio in Q1 2026, its #408 holding.
  • Janney Montgomery Scott first reported a position in iShares US Financial Services ETF in Q3 2013 and has held it in 51 quarters since.
  • Janney Montgomery Scott's iShares US Financial Services ETF position peaked at $138M in Q4 2021.
  • 264 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.