Ken Fisher’s iShares US Financial Services ETF IYG Stock Holding History

Ken Fisher’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
2025 Q2	–	Sell	-3,328	Closed	-$261K	–	1036
2025 Q1	$261K	Sell	3,328 -893	-21%	-$71.9K	﹤0.01%	924
2024 Q4	$328K	Buy	4,221 +713	+20%	+$55K	﹤0.01%	855
2024 Q3	$249K	Buy	3,508 +22	+0.6%	+$1.51K	﹤0.01%	864
2024 Q2	$227K	Hold	3,486	–	–	﹤0.01%	935
2024 Q1	$231K	Sell	3,486 -426	-11%	-$26.5K	﹤0.01%	913
2023 Q4	$234K	Buy	+3,912	New	+$211K	﹤0.01%	918
2019 Q1	–	Sell	-50,349	Closed	-$1.88M	–	833
2018 Q4	$1.88M	Buy	+50,349	New	+$2.08M	﹤0.01%	530

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Ken Fisher's IYG Position: Q2 2025 in Review

Ken Fisher sold out of iShares US Financial Services ETF (IYG) in Q2 2025, closing a stake of 3,328 shares — an estimated $261K sold.

Ken Fisher first reported a position in IYG in Q4 2018 and held it in 7 quarters. The position peaked at $1.88M in Q4 2018. 249 funds tracked by Wall St. Rank hold IYG as of Q2 2025.

Ken Fisher reported no remaining iShares US Financial Services ETF position as of Q2 2025 after selling out during the quarter.
Ken Fisher sold 3,328 iShares US Financial Services ETF shares in Q2 2025, an estimated $261K.
Ken Fisher first reported a position in iShares US Financial Services ETF in Q4 2018 and held it in 7 quarters.
Ken Fisher's iShares US Financial Services ETF position peaked at $1.88M in Q4 2018.
249 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2025.

Based on Fisher Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.