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Lion Street Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Lion Street 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
-3,385
Closed -$290K – 299
2025
Q2 		$290K Hold
3,385
– – 0.09% 222
2025
Q1 		$266K Sell
3,385
-66
-2% -$5.32K 0.08% 217
2024
Q4 		$269K Hold
3,451
– – 0.09% 215
2024
Q3 		$245K Hold
3,451
– – 0.09% 225
2024
Q2 		$225K Buy
3,451
+2,297
+199% +$149K 0.08% 239
2024
Q1 		$207K Sell
1,154
-2,308
-67% -$143K 0.08% 238
2023
Q4 		$207K Buy
+3,462
New +$186K 0.08% 237

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Lion Street Advisors's IYG Position: Q3 2025 in Review

Lion Street Advisors sold out of iShares US Financial Services ETF (IYG) in Q3 2025, closing a stake of 3,385 shares — an estimated $290K sold.

Lion Street Advisors first reported a position in IYG in Q4 2023 and held it in 7 quarters. The position peaked at $290K in Q2 2025. 252 funds tracked by Wall St. Rank hold IYG as of Q3 2025.

  • Lion Street Advisors reported no remaining iShares US Financial Services ETF position as of Q3 2025 after selling out during the quarter.
  • Lion Street Advisors sold 3,385 iShares US Financial Services ETF shares in Q3 2025, an estimated $290K.
  • Lion Street Advisors first reported a position in iShares US Financial Services ETF in Q4 2023 and held it in 7 quarters.
  • Lion Street Advisors's iShares US Financial Services ETF position peaked at $290K in Q2 2025.
  • 252 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.