Mariner
IYG icon

Mariner’s iShares US Financial Services ETF IYG Stock Holding History

Mariner’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 		$3.18M Sell
35,200
-1,496
-4% -$131K ﹤0.01% 1240
2026
Q1 		$3.03M Buy
36,696
+11,108
+43% +$975K ﹤0.01% 1287
2025
Q4 		$2.36M Sell
25,588
-78
-0.3% -$6.96K ﹤0.01% 1402
2025
Q3 		$2.3M Sell
25,666
-718
-3% -$63.1K ﹤0.01% 1352
2025
Q2 		$2.26M Buy
26,384
+253
+1% +$20.1K ﹤0.01% 1259
2025
Q1 		$2.05M Buy
26,131
+1,188
+5% +$95.7K ﹤0.01% 1234
2024
Q4 		$1.94M Sell
24,943
-14,123
-36% -$1.09M ﹤0.01% 1233
2024
Q3 		$2.77M Sell
39,066
-657
-2% -$45.1K ﹤0.01% 1031
2024
Q2 		$2.59M Sell
39,723
-393
-1% -$25.5K 0.01% 987
2024
Q1 		$2.66M Buy
40,116
+345
+0.9% +$21.4K 0.01% 973
2023
Q4 		$2.38M Sell
39,771
-1,788
-4% -$96.3K 0.01% 973
2023
Q3 		$2.14M Sell
41,559
-615
-1% -$33.3K 0.01% 939
2023
Q2 		$2.22M Buy
42,174
+1,584
+4% +$80.3K 0.01% 929
2023
Q1 		$2.04M Buy
40,590
+5,898
+17% +$322K 0.01% 949
2022
Q4 		$1.82M Sell
34,692
-2,028
-6% -$106K 0.01% 974
2022
Q3 		$1.73M Sell
36,720
-198
-0.5% -$10.4K 0.01% 834
2022
Q2 		$1.82M Sell
36,918
-73,356
-67% -$3.98M 0.01% 735
2022
Q1 		$6.63M Buy
110,274
+44,508
+68% +$2.81M 0.03% 430
2021
Q4 		$4.23M Sell
65,766
-1,122
-2% -$73.1K 0.02% 477
2021
Q3 		$4.2M Buy
+66,888
New +$4.2M 0.02% 390
2019
Q3 		– Sell
-6,834
Closed -$305K – 870
2019
Q2 		$305K Buy
6,834
+1,284
+23% +$56.2K ﹤0.01% 879
2019
Q1 		$231K Hold
5,550
– – ﹤0.01% 916
2018
Q4 		$208K Hold
5,550
– – ﹤0.01% 764
2018
Q3 		$247K Buy
+5,550
New +$251K 0.01% 712

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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mariner's IYG Position: Q2 2026 in Review

Mariner reduced its iShares US Financial Services ETF (IYG) stake by 4.1% in Q2 2026, selling an estimated $131K and leaving 35,200 shares worth $3.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

Mariner first reported a position in IYG in Q3 2018 and has held it in 24 quarters since. The position peaked at $6.63M in Q1 2022. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Mariner held 35,200 shares of iShares US Financial Services ETF worth $3.18M as of Q2 2026.
  • Mariner sold 1,496 iShares US Financial Services ETF shares in Q2 2026, an estimated $131K.
  • iShares US Financial Services ETF made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #1240 holding.
  • Mariner first reported a position in iShares US Financial Services ETF in Q3 2018 and has held it in 24 quarters since.
  • Mariner's iShares US Financial Services ETF position peaked at $6.63M in Q1 2022.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.