National Bank of Canada
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National Bank of Canada’s iShares US Financial Services ETF IYG Stock Holding History

National Bank of Canada’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 		$2.23M Buy
24,666
+312
+1% +$27.4K ﹤0.01% 1105
2026
Q1 		$2.02M Buy
24,354
+385
+2% +$33.8K ﹤0.01% 1081
2025
Q4 		$2.21M Buy
23,969
+499
+2% +$44.5K ﹤0.01% 1049
2025
Q3 		$2.1M Sell
23,470
-1,457
-6% -$128K ﹤0.01% 1065
2025
Q2 		$2.13M Buy
24,927
+472
+2% +$37.4K ﹤0.01% 1131
2025
Q1 		$1.92M Buy
24,455
+790
+3% +$63.6K ﹤0.01% 1073
2024
Q4 		$1.84M Buy
23,665
+891
+4% +$68.7K ﹤0.01% 1183
2024
Q3 		$1.62M Buy
22,774
+2,949
+15% +$203K ﹤0.01% 1027
2024
Q2 		$1.29M Buy
19,825
+565
+3% +$36.7K ﹤0.01% 1011
2024
Q1 		$1.27M Buy
19,260
+2,700
+16% +$168K ﹤0.01% 1088
2023
Q4 		$989K Buy
16,560
+2,526
+18% +$136K ﹤0.01% 1155
2023
Q3 		$713K Sell
14,034
-1,461
-9% -$79K ﹤0.01% 1282
2023
Q2 		$815K Sell
15,495
-234
-1% -$11.9K ﹤0.01% 1193
2023
Q1 		$792K Sell
15,729
-627
-4% -$34.2K ﹤0.01% 1129
2022
Q4 		$858K Buy
16,356
+258
+2% +$13.5K ﹤0.01% 1125
2022
Q3 		$755K Sell
16,098
-408
-2% -$21.4K ﹤0.01% 1059
2022
Q2 		$816K Sell
16,506
-1,761
-10% -$95.5K ﹤0.01% 1078
2022
Q1 		$1.1M Buy
18,267
+18
+0.1% +$1.14K ﹤0.01% 1067
2021
Q4 		$1.17M Buy
+18,249
New +$1.19M ﹤0.01% 994

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

National Bank of Canada's IYG Position: Q2 2026 in Review

National Bank of Canada increased its iShares US Financial Services ETF (IYG) stake by 1.3% in Q2 2026, buying an estimated $27.4K and bringing the position to 24,666 shares worth $2.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

National Bank of Canada first reported a position in IYG in Q4 2021 and has held it in 19 quarters since. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • National Bank of Canada held 24,666 shares of iShares US Financial Services ETF worth $2.23M as of Q2 2026.
  • National Bank of Canada bought 312 iShares US Financial Services ETF shares in Q2 2026, an estimated $27.4K.
  • iShares US Financial Services ETF made up ﹤0.01% of National Bank of Canada's portfolio in Q2 2026, its #1105 holding.
  • National Bank of Canada first reported a position in iShares US Financial Services ETF in Q4 2021 and has held it in 19 quarters since.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on National Bank of Canada's 13F filing for Q2 2026, filed 10 Aug 2026.