Lowe Brockenbrough & Co’s iShares US Financial Services ETF IYG Stock Holding History

Lowe Brockenbrough & Co’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	$6.24K	Hold	69	–	–	﹤0.01%	331
2026 Q1	$5.72K	Hold	69	–	–	﹤0.01%	325
2025 Q4	$6.37K	Hold	69	–	–	﹤0.01%	327
2025 Q3	$6.18K	Buy	+69	New	+$6.07K	﹤0.01%	330

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 New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lowe Brockenbrough & Co's IYG Position: Q2 2026 in Review

Lowe Brockenbrough & Co held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 69 shares worth $6.24K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

Lowe Brockenbrough & Co first reported a position in IYG in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.37K in Q4 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Lowe Brockenbrough & Co held 69 shares of iShares US Financial Services ETF worth $6.24K as of Q2 2026.
Lowe Brockenbrough & Co left its iShares US Financial Services ETF share count unchanged in Q2 2026.
iShares US Financial Services ETF made up ﹤0.01% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #331 holding.
Lowe Brockenbrough & Co first reported a position in iShares US Financial Services ETF in Q3 2025 and has held it in 4 quarters since.
Lowe Brockenbrough & Co's iShares US Financial Services ETF position peaked at $6.37K in Q4 2025.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.