Nuveen
IYG icon

Nuveen’s iShares US Financial Services ETF IYG Stock Holding History

Nuveen’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 		$240K Buy
+2,652
New +$233K ﹤0.01% 3579
2019
Q3 		– Sell
-60,000
Closed -$2.68M – 3233
2019
Q2 		$2.68M Hold
60,000
– – ﹤0.01% 2287
2019
Q1 		$2.5M Hold
60,000
– – 0.01% 612
2018
Q4 		$2.25M Buy
+60,000
New +$2.47M 0.01% 605

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

Nuveen's IYG Position: Q2 2026 in Review

Nuveen opened a new position in iShares US Financial Services ETF (IYG) in Q2 2026: 2,652 shares worth $240K. The stake represents ﹤0.01% of the portfolio and ranks #3579 among its holdings. This is a return to the name: Nuveen previously reported a position in IYG as recently as Q2 2019.

Nuveen first reported a position in IYG in Q4 2018 and has held it in 4 quarters since. The position peaked at $2.68M in Q2 2019. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Nuveen held 2,652 shares of iShares US Financial Services ETF worth $240K as of Q2 2026.
  • iShares US Financial Services ETF was a new Nuveen position in Q2 2026.
  • iShares US Financial Services ETF made up ﹤0.01% of Nuveen's portfolio in Q2 2026, its #3579 holding.
  • Nuveen first reported a position in iShares US Financial Services ETF in Q4 2018 and has held it in 4 quarters since.
  • Nuveen's iShares US Financial Services ETF position peaked at $2.68M in Q2 2019.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.