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

Marcum Wealth’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
Q1 		$484K Sell
6,156
-163
-3% -$13.1K 0.04% 196
2024
Q4 		$492K Sell
6,319
-62
-1% -$4.78K 0.04% 201
2024
Q3 		$453K Sell
6,381
-40
-0.6% -$2.75K 0.04% 218
2024
Q2 		$419K Sell
6,421
-644
-9% -$41.8K 0.04% 224
2024
Q1 		$468K Sell
7,065
-264
-4% -$16.4K 0.05% 203
2023
Q4 		$438K Sell
7,329
-231
-3% -$12.4K 0.05% 199
2023
Q3 		$390K Sell
7,560
-342
-4% -$18.5K 0.05% 204
2023
Q2 		$416K Buy
7,902
+894
+13% +$45.3K 0.05% 203
2023
Q1 		$353K Sell
7,008
-5,865
-46% -$320K 0.04% 222
2022
Q4 		$676K Sell
12,873
-303
-2% -$15.9K 0.09% 130
2022
Q3 		$620K Sell
13,176
-57
-0.4% -$2.99K 0.09% 135
2022
Q2 		$654K Sell
13,233
-6,519
-33% -$354K 0.1% 126
2022
Q1 		$1.19M Sell
19,752
-4,572
-19% -$288K 0.16% 80
2021
Q4 		$1.56M Buy
24,324
+489
+2% +$31.9K 0.22% 65
2021
Q3 		$1.5M Buy
23,835
+987
+4% +$61.9K 0.23% 59
2021
Q2 		$1.41M Buy
22,848
+5,289
+30% +$323K 0.23% 58
2021
Q1 		$1M Buy
+17,559
New +$950K 0.17% 89

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 $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Marcum Wealth's IYG Position: Q1 2025 in Review

Marcum Wealth reduced its iShares US Financial Services ETF (IYG) stake by 2.6% in Q1 2025, selling an estimated $13.1K and leaving 6,156 shares worth $484K. The position accounts for 0.04% of the portfolio, ranked #196.

Marcum Wealth first reported a position in IYG in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.56M in Q4 2021. 253 funds tracked by Wall St. Rank hold IYG as of Q1 2025.

  • Marcum Wealth held 6,156 shares of iShares US Financial Services ETF worth $484K as of Q1 2025.
  • Marcum Wealth sold 163 iShares US Financial Services ETF shares in Q1 2025, an estimated $13.1K.
  • iShares US Financial Services ETF made up 0.04% of Marcum Wealth's portfolio in Q1 2025, its #196 holding.
  • Marcum Wealth first reported a position in iShares US Financial Services ETF in Q1 2021 and has held it in 17 quarters since.
  • Marcum Wealth's iShares US Financial Services ETF position peaked at $1.56M in Q4 2021.
  • 253 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.