Newbridge Financial Services Group’s iShares US Financial Services ETF IYG Stock Holding History

Newbridge Financial Services Group’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	$22.9K	Hold	253	–	–	﹤0.01%	682
2026 Q1	$20.9K	Buy	253 +1	+0.4%	+$88	﹤0.01%	628
2025 Q4	$23.2K	Buy	252 +1	+0.4%	+$89	﹤0.01%	607
2025 Q3	$22.5K	Buy	251 +1	+0.4%	+$88	﹤0.01%	712
2025 Q2	$21.4K	Hold	250	–	–	﹤0.01%	705
2025 Q1	$19.6K	Buy	250 +1	+0.4%	+$81	﹤0.01%	551
2024 Q4	$19.4K	Buy	+249	New	+$19.2K	0.01%	609
2024 Q3	–	Sell	-247	Closed	-$16.1K	–	884
2024 Q2	$16.1K	Hold	247	–	–	0.01%	617
2024 Q1	$16.4K	Buy	247 +1	+0.4%	+$62	0.01%	646
2023 Q4	$14.7K	Buy	246 +3	+1%	+$162	0.01%	658
2023 Q3	$12.5K	Hold	243	–	–	0.01%	761
2023 Q2	$12.8K	Hold	243	–	–	0.01%	831
2023 Q1	$12.2K	Buy	243 +3	+1%	+$164	0.01%	873
2022 Q4	$12.7K	Hold	240	–	–	0.01%	854
2022 Q3	$11K	Buy	240 +3	+1%	+$157	0.01%	856
2022 Q2	$12K	Hold	237	–	–	0.01%	814
2022 Q1	$14K	Hold	237	–	–	0.01%	835
2021 Q4	$15K	Buy	237 +3	+1%	+$196	0.01%	810
2021 Q3	$15K	Hold	234	–	–	0.01%	748
2021 Q2	$14K	Hold	234	–	–	0.01%	884
2021 Q1	$13K	Hold	234	–	–	0.01%	820
2020 Q4	$12K	Buy	234 +3	+1%	+$135	0.01%	669
2020 Q3	$9K	Buy	+231	New	+$9.53K	0.01%	699

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

Newbridge Financial Services Group's IYG Position: Q2 2026 in Review

Newbridge Financial Services Group held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 253 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Newbridge Financial Services Group first reported a position in IYG in Q3 2020 and has held it in 23 quarters since. The position peaked at $23.2K in Q4 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Newbridge Financial Services Group held 253 shares of iShares US Financial Services ETF worth $22.9K as of Q2 2026.
Newbridge Financial Services Group left its iShares US Financial Services ETF share count unchanged in Q2 2026.
iShares US Financial Services ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #682 holding.
Newbridge Financial Services Group first reported a position in iShares US Financial Services ETF in Q3 2020 and has held it in 23 quarters since.
Newbridge Financial Services Group's iShares US Financial Services ETF position peaked at $23.2K in Q4 2025.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.