Kingswood Wealth Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Kingswood Wealth 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
2025 Q3	–	Sell	-2,845	Closed	-$244K	–	820
2025 Q2	$244K	Sell	2,845 -2,068	-42%	-$164K	0.02%	635
2025 Q1	$386K	Sell	4,913 -2,151	-30%	-$173K	0.04%	466
2024 Q4	$550K	Buy	+7,064	New	+$545K	0.04%	412
2023 Q3	–	Sell	-74,088	Closed	-$1.06M	–	461
2023 Q2	$1.06M	Buy	+74,088	New	+$3.75M	0.34%	76

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

Kingswood Wealth Advisors's IYG Position: Q3 2025 in Review

Kingswood Wealth Advisors sold out of iShares US Financial Services ETF (IYG) in Q3 2025, closing a stake of 2,845 shares — an estimated $244K sold.

Kingswood Wealth Advisors first reported a position in IYG in Q2 2023 and held it in 4 quarters. The position peaked at $1.06M in Q2 2023. 252 funds tracked by Wall St. Rank hold IYG as of Q3 2025.

Kingswood Wealth Advisors reported no remaining iShares US Financial Services ETF position as of Q3 2025 after selling out during the quarter.
Kingswood Wealth Advisors sold 2,845 iShares US Financial Services ETF shares in Q3 2025, an estimated $244K.
Kingswood Wealth Advisors first reported a position in iShares US Financial Services ETF in Q2 2023 and held it in 4 quarters.
Kingswood Wealth Advisors's iShares US Financial Services ETF position peaked at $1.06M in Q2 2023.
252 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.