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 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

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

NBC Securities's IYG Position: Q2 2026 in Review

NBC Securities reduced its iShares US Financial Services ETF (IYG) stake by 0.16% in Q2 2026, selling an estimated $263 and leaving 1,825 shares worth $165K. The position accounts for 0.01% of the portfolio, ranked #916.

NBC Securities first reported a position in IYG in Q3 2023 and has held it in 11 quarters since. The position peaked at $184K in Q4 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

NBC Securities held 1,825 shares of iShares US Financial Services ETF worth $165K as of Q2 2026.
NBC Securities sold 3 iShares US Financial Services ETF shares in Q2 2026, an estimated $263.
iShares US Financial Services ETF made up 0.01% of NBC Securities's portfolio in Q2 2026, its #916 holding.
NBC Securities first reported a position in iShares US Financial Services ETF in Q3 2023 and has held it in 11 quarters since.
NBC Securities's iShares US Financial Services ETF position peaked at $184K in Q4 2025.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.