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 Q3	$237K	Sell	2,635 -28	-1%	-$2.67K	0.01%	856
2026 Q2	$241K	Buy	2,663 +120	+5%	+$10.5K	0.01%	843
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

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $553M AUM 17.51% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Moors & Cabot's IYG Position: Q3 2026 in Review

Moors & Cabot reduced its iShares US Financial Services ETF (IYG) stake by 1.1% in Q3 2026, selling an estimated $2.67K and leaving 2,635 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #856.

Moors & Cabot first reported a position in IYG in Q1 2024 and has held it in 10 quarters since. The position peaked at $244K in Q4 2024. 149 funds tracked by Wall St. Rank hold IYG as of Q3 2026.

Moors & Cabot held 2,635 shares of iShares US Financial Services ETF worth $237K as of Q3 2026.
Moors & Cabot sold 28 iShares US Financial Services ETF shares in Q3 2026, an estimated $2.67K.
iShares US Financial Services ETF made up 0.01% of Moors & Cabot's portfolio in Q3 2026, its #856 holding.
Moors & Cabot first reported a position in iShares US Financial Services ETF in Q1 2024 and has held it in 10 quarters since.
Moors & Cabot's iShares US Financial Services ETF position peaked at $244K in Q4 2024.
149 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.