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IYG icon

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

NewEdge 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
Q1 		$894K Sell
10,794
-36,513
-77% -$3.2M ﹤0.01% 1566
2025
Q4 		$4.36M Sell
47,307
-2,349
-5% -$210K 0.02% 717
2025
Q3 		$4.45M Buy
49,656
+35,959
+263% +$3.16M 0.02% 678
2025
Q2 		$1.17M Buy
13,697
+3,465
+34% +$275K 0.01% 1199
2025
Q1 		$804K Buy
10,232
+1,517
+17% +$122K ﹤0.01% 1310
2024
Q4 		$678K Sell
8,715
-652
-7% -$50.3K ﹤0.01% 1367
2024
Q3 		$665K Buy
9,367
+153
+2% +$10.5K ﹤0.01% 1304
2024
Q2 		$601K Sell
9,214
-1,147
-11% -$74.5K ﹤0.01% 1311
2024
Q1 		$687K Sell
10,361
-1,894
-15% -$118K 0.01% 1181
2023
Q4 		$732K Buy
12,255
+2,022
+20% +$109K 0.01% 1094
2023
Q3 		$527K Sell
10,233
-2,106
-17% -$114K 0.01% 1146
2023
Q2 		$650K Sell
12,339
-6,396
-34% -$324K 0.01% 1060
2023
Q1 		$943K Sell
18,735
-7,632
-29% -$416K 0.01% 802
2022
Q4 		$1.03M Buy
26,367
+19,308
+274% +$1.01M 0.03% 498
2022
Q3 		$332K Sell
7,059
-7,062
-50% -$371K 0.01% 1152
2022
Q2 		$697K Sell
14,121
-19,518
-58% -$1.06M 0.01% 834
2022
Q1 		$2.02M Buy
33,639
+11,715
+53% +$739K 0.03% 420
2021
Q4 		$1.41M Buy
21,924
+16,035
+272% +$1.05M 0.02% 577
2021
Q3 		$369K Hold
5,889
– – 0.01% 837
2021
Q2 		$364K Buy
5,889
+1,113
+23% +$68K 0.01% 824
2021
Q1 		$273K Buy
4,776
+375
+9% +$20.3K 0.01% 845
2020
Q4 		$220K Sell
4,401
-107,661
-96% -$4.86M 0.01% 868
2020
Q3 		$4.56M Buy
112,062
+30,537
+37% +$1.26M 0.16% 134
2020
Q2 		$3.25M Buy
+81,525
New +$3.13M 0.13% 163
2020
Q1 		– Sell
-7,392
Closed -$374K – 841
2019
Q4 		$374K Buy
7,392
+1,866
+34% +$89.6K 0.01% 603
2019
Q3 		$252K Buy
+5,526
New +$249K 0.01% 682
2018
Q4 		– Sell
-4,638
Closed -$206K – 672
2018
Q3 		$206K Buy
+4,638
New +$210K 0.02% 606
2017
Q3 		– Sell
-1,848
Closed -$70.8K – 743
2017
Q2 		$70.8K Buy
+1,848
New +$67.2K 0.01% 478

Other funds holding IYG

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Advisors's IYG Position: Q1 2026 in Review

NewEdge Advisors reduced its iShares US Financial Services ETF (IYG) stake by 77% in Q1 2026, selling an estimated $3.2M and leaving 10,794 shares worth $894K. The position accounts for ﹤0.01% of the portfolio, ranked #1566.

NewEdge Advisors first reported a position in IYG in Q2 2017 and has held it in 28 quarters since. The position peaked at $4.56M in Q3 2020. 264 funds tracked by Wall St. Rank hold IYG as of Q1 2026.

  • NewEdge Advisors held 10,794 shares of iShares US Financial Services ETF worth $894K as of Q1 2026.
  • NewEdge Advisors sold 36,513 iShares US Financial Services ETF shares in Q1 2026, an estimated $3.2M.
  • iShares US Financial Services ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1566 holding.
  • NewEdge Advisors first reported a position in iShares US Financial Services ETF in Q2 2017 and has held it in 28 quarters since.
  • NewEdge Advisors's iShares US Financial Services ETF position peaked at $4.56M in Q3 2020.
  • 264 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.