Northern Trust
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Northern Trust’s iShares US Financial Services ETF IYG Stock Holding History

Northern Trust’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 		$463K Sell
5,115
-211
-4% -$18.5K ﹤0.01% 3692
2026
Q1 		$441K Buy
5,326
+211
+4% +$18.5K ﹤0.01% 3657
2025
Q4 		$472K Hold
5,115
– – ﹤0.01% 3676
2025
Q3 		$459K Sell
5,115
-135
-3% -$11.9K ﹤0.01% 3681
2025
Q2 		$449K Sell
5,250
-1,161
-18% -$92.1K ﹤0.01% 3675
2025
Q1 		$504K Buy
6,411
+1,161
+22% +$93.5K ﹤0.01% 3578
2024
Q4 		$409K Hold
5,250
– – ﹤0.01% 3724
2024
Q3 		$373K Buy
+5,250
New +$361K ﹤0.01% 3664
2019
Q1 		– Sell
-5,346
Closed -$200K – 4246
2018
Q4 		$200K Sell
5,346
-1,350
-20% -$55.7K ﹤0.01% 3792
2018
Q3 		$297K Sell
6,696
-402
-6% -$18.2K ﹤0.01% 3765
2018
Q2 		$307K Buy
7,098
+1,158
+19% +$51.3K ﹤0.01% 3726
2018
Q1 		$259K Sell
5,940
-375
-6% -$17K ﹤0.01% 3751
2017
Q4 		$275K Hold
6,315
– – ﹤0.01% 3713
2017
Q3 		$252K Buy
+6,315
New +$242K ﹤0.01% 3724
2015
Q4 		– Sell
-8,427
Closed -$240K – 4297
2015
Q3 		$240K Buy
+8,427
New +$258K ﹤0.01% 3685

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

Northern Trust's IYG Position: Q2 2026 in Review

Northern Trust reduced its iShares US Financial Services ETF (IYG) stake by 4% in Q2 2026, selling an estimated $18.5K and leaving 5,115 shares worth $463K. The position accounts for ﹤0.01% of the portfolio, ranked #3692.

Northern Trust first reported a position in IYG in Q3 2015 and has held it in 15 quarters since. The position peaked at $504K in Q1 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Northern Trust held 5,115 shares of iShares US Financial Services ETF worth $463K as of Q2 2026.
  • Northern Trust sold 211 iShares US Financial Services ETF shares in Q2 2026, an estimated $18.5K.
  • iShares US Financial Services ETF made up ﹤0.01% of Northern Trust's portfolio in Q2 2026, its #3692 holding.
  • Northern Trust first reported a position in iShares US Financial Services ETF in Q3 2015 and has held it in 15 quarters since.
  • Northern Trust's iShares US Financial Services ETF position peaked at $504K in Q1 2025.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Northern Trust's 13F filing for Q2 2026, filed 13 Aug 2026.