Mutual Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Mutual 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
2026 Q2	$253K	Hold	2,800	–	–	﹤0.01%	1244
2026 Q1	$232K	Hold	2,800	–	–	0.01%	1225
2025 Q4	$258K	Hold	2,800	–	–	0.01%	1143
2025 Q3	$245K	Hold	2,800	–	–	0.01%	1138
2025 Q2	$248K	Hold	2,800	–	–	0.01%	1048
2025 Q1	$215K	Sell	2,800 -699	-20%	-$56.3K	0.01%	1011
2024 Q4	$282K	Hold	3,499	–	–	0.01%	898
2024 Q3	$260K	Hold	3,499	–	–	0.01%	959
2024 Q2	$241K	Buy	3,499 +75	+2%	+$4.87K	0.01%	974
2024 Q1	$227K	Buy	3,424 +1	+0%	+$62	0.01%	988
2023 Q4	$205K	Buy	+3,423	New	+$184K	0.01%	962

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 New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mutual Advisors's IYG Position: Q2 2026 in Review

Mutual Advisors held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 2,800 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #1244.

Mutual Advisors first reported a position in IYG in Q4 2023 and has held it in 11 quarters since. The position peaked at $282K in Q4 2024. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Mutual Advisors held 2,800 shares of iShares US Financial Services ETF worth $253K as of Q2 2026.
Mutual Advisors left its iShares US Financial Services ETF share count unchanged in Q2 2026.
iShares US Financial Services ETF made up ﹤0.01% of Mutual Advisors's portfolio in Q2 2026, its #1244 holding.
Mutual Advisors first reported a position in iShares US Financial Services ETF in Q4 2023 and has held it in 11 quarters since.
Mutual Advisors's iShares US Financial Services ETF position peaked at $282K in Q4 2024.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.