Moors & Cabot’s iShares US Financial Services ETF IYG Stock Holding History

Moors & Cabot’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 Q1	$211K	Buy	2,543 +139	+6%	+$12.2K	0.01%	841
2025 Q4	$222K	Sell	2,404 -2	-0.1%	-$179	0.01%	821
2025 Q3	$216K	Hold	2,406	–	–	0.01%	812
2025 Q2	$206K	Sell	2,406 -671	-22%	-$53.2K	0.01%	802
2025 Q1	$242K	Sell	3,077 -65	-2%	-$5.24K	0.01%	718
2024 Q4	$244K	Buy	+3,142	New	+$242K	0.01%	731
2024 Q3	–	Sell	-3,138	Closed	-$205K	–	897
2024 Q2	$205K	Hold	3,138	–	–	0.01%	764
2024 Q1	$208K	Buy	+3,138	New	+$195K	0.01%	802

Other funds holding IYG

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Moors & Cabot's IYG Position: Q1 2026 in Review

Moors & Cabot increased its iShares US Financial Services ETF (IYG) stake by 5.8% in Q1 2026, buying an estimated $12.2K and bringing the position to 2,543 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #841.

Moors & Cabot first reported a position in IYG in Q1 2024 and has held it in 8 quarters since. The position peaked at $244K in Q4 2024. 264 funds tracked by Wall St. Rank hold IYG as of Q1 2026.

Moors & Cabot held 2,543 shares of iShares US Financial Services ETF worth $211K as of Q1 2026.
Moors & Cabot bought 139 iShares US Financial Services ETF shares in Q1 2026, an estimated $12.2K.
iShares US Financial Services ETF made up 0.01% of Moors & Cabot's portfolio in Q1 2026, its #841 holding.
Moors & Cabot first reported a position in iShares US Financial Services ETF in Q1 2024 and has held it in 8 quarters since.
Moors & Cabot's iShares US Financial Services ETF position peaked at $244K in Q4 2024.
264 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.