NBC Securities’s iShares US Financial Services ETF IYG Stock Holding History

NBC Securities’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	$164K	Hold	1,825	–	–	0.01%	924
2026 Q2	$165K	Sell	1,825 -3	-0.2%	-$263	0.01%	916
2026 Q1	$151K	Sell	1,828 -162	-8%	-$14.2K	0.01%	936
2025 Q4	$184K	Buy	1,990 +625	+46%	+$55.8K	0.01%	875
2025 Q3	$122K	Sell	1,365 -7	-0.5%	-$615	0.01%	994
2025 Q2	$117K	Buy	1,372 +539	+65%	+$42.8K	0.01%	999
2025 Q1	$65K	Buy	+833	New	+$67.1K	0.01%	1081
2024 Q4	–	Sell	-876	Closed	-$62K	–	1692
2024 Q3	$62K	Hold	876	–	–	0.01%	1112
2024 Q2	$57K	Hold	876	–	–	0.01%	1098
2024 Q1	$58K	Sell	876 -33	-4%	-$2.05K	0.01%	1098
2023 Q4	$54K	Sell	909 -51	-5%	-$2.75K	0.01%	1103
2023 Q3	$49K	Buy	+960	New	+$51.9K	0.01%	1141

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

NBC Securities's IYG Position: Q3 2026 in Review

NBC Securities held its iShares US Financial Services ETF (IYG) position steady in Q3 2026 at 1,825 shares worth $164K. The position accounts for 0.01% of the portfolio, ranked #924.

NBC Securities first reported a position in IYG in Q3 2023 and has held it in 12 quarters since. The position peaked at $184K in Q4 2025. 149 funds tracked by Wall St. Rank hold IYG as of Q3 2026.

NBC Securities held 1,825 shares of iShares US Financial Services ETF worth $164K as of Q3 2026.
NBC Securities left its iShares US Financial Services ETF share count unchanged in Q3 2026.
iShares US Financial Services ETF made up 0.01% of NBC Securities's portfolio in Q3 2026, its #924 holding.
NBC Securities first reported a position in iShares US Financial Services ETF in Q3 2023 and has held it in 12 quarters since.
NBC Securities's iShares US Financial Services ETF position peaked at $184K in Q4 2025.
149 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2026.

Based on NBC Securities's 13F filing for Q3 2026, filed 26 Oct 2026.