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Manning & Napier Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Manning & Napier 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
Q4 		– Sell
-213
Closed -$19.1K – 581
2025
Q3 		$19.1K Buy
+213
New +$18.7K ﹤0.01% 373

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manning & Napier Advisors's IYG Position: Q4 2025 in Review

Manning & Napier Advisors sold out of iShares US Financial Services ETF (IYG) in Q4 2025, closing a stake of 213 shares — an estimated $19.1K sold.

Manning & Napier Advisors first reported a position in IYG in Q3 2025 and held it in 1 quarter. The position peaked at $19.1K in Q3 2025. 261 funds tracked by Wall St. Rank hold IYG as of Q4 2025.

  • Manning & Napier Advisors reported no remaining iShares US Financial Services ETF position as of Q4 2025 after selling out during the quarter.
  • Manning & Napier Advisors sold 213 iShares US Financial Services ETF shares in Q4 2025, an estimated $19.1K.
  • Manning & Napier Advisors first reported a position in iShares US Financial Services ETF in Q3 2025 and held it in 1 quarter.
  • Manning & Napier Advisors's iShares US Financial Services ETF position peaked at $19.1K in Q3 2025.
  • 261 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2025.

Based on Manning & Napier Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.