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

OneDigital Investment 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 		– Sell
-2,346
Closed -$216K – 1543
2025
Q4 		$216K Hold
2,346
– – ﹤0.01% 1402
2025
Q3 		$210K Sell
2,346
-545
-19% -$47.9K ﹤0.01% 1396
2025
Q2 		$247K Buy
2,891
+1
+0% +$79 ﹤0.01% 1277
2025
Q1 		$227K Buy
2,890
+2
+0.1% +$161 ﹤0.01% 1274
2024
Q4 		$225K Buy
2,888
+1
+0% +$77 ﹤0.01% 1277
2024
Q3 		$205K Buy
+2,887
New +$198K ﹤0.01% 1357
2024
Q2 		– Sell
-3,456
Closed -$229K – 1389
2024
Q1 		$229K Buy
+3,456
New +$215K ﹤0.01% 995
2023
Q4 		– Sell
-4,593
Closed -$237K – 1121
2023
Q3 		$237K Buy
4,593
+9
+0.2% +$487 0.01% 886
2023
Q2 		$241K Sell
4,584
-96
-2% -$4.87K 0.01% 895
2023
Q1 		$235K Buy
4,680
+93
+2% +$5.07K 0.01% 855
2022
Q4 		$241K Hold
4,587
– – 0.01% 725
2022
Q3 		$216K Sell
4,587
-24,330
-84% -$1.28M 0.01% 690
2022
Q2 		$1.43M Sell
28,917
-13,494
-32% -$732K 0.06% 207
2022
Q1 		$2.55M Sell
42,411
-228
-0.5% -$14.4K 0.1% 138
2021
Q4 		$2.74M Sell
42,639
-558
-1% -$36.4K 0.1% 136
2021
Q3 		$2.71M Buy
43,197
+1,716
+4% +$108K 0.11% 125
2021
Q2 		$2.56M Buy
41,481
+37,428
+923% +$2.29M 0.11% 124
2021
Q1 		$231K Buy
+4,053
New +$219K 0.01% 573
2018
Q4 		– Sell
-225
Closed -$10K – 1204
2018
Q3 		$10K Buy
+225
New +$10.2K ﹤0.01% 828

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 $424B AUM 22.94% 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 $6.51B AUM 23.96% 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

OneDigital Investment Advisors's IYG Position: Q1 2026 in Review

OneDigital Investment Advisors sold out of iShares US Financial Services ETF (IYG) in Q1 2026, closing a stake of 2,346 shares — an estimated $216K sold.

OneDigital Investment Advisors first reported a position in IYG in Q3 2018 and held it in 19 quarters. The position peaked at $2.74M in Q4 2021. 264 funds tracked by Wall St. Rank hold IYG as of Q1 2026.

  • OneDigital Investment Advisors reported no remaining iShares US Financial Services ETF position as of Q1 2026 after selling out during the quarter.
  • OneDigital Investment Advisors sold 2,346 iShares US Financial Services ETF shares in Q1 2026, an estimated $216K.
  • OneDigital Investment Advisors first reported a position in iShares US Financial Services ETF in Q3 2018 and held it in 19 quarters.
  • OneDigital Investment Advisors's iShares US Financial Services ETF position peaked at $2.74M in Q4 2021.
  • 264 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.