OpenArc Corporate Advisory’s iShares US Financial Services ETF IYG Stock Holding History

OpenArc Corporate Advisory’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	$44.1M	Sell	487,555 -277,775	-36%	-$24.4M	0.52%	42
2026 Q1	$63.4M	Buy	765,330 +162,240	+27%	+$14.2M	0.91%	28
2025 Q4	$55.6M	Buy	+603,090	New	+$53.8M	0.92%	28

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OpenArc Corporate Advisory's IYG Position: Q2 2026 in Review

OpenArc Corporate Advisory reduced its iShares US Financial Services ETF (IYG) stake by 36% in Q2 2026, selling an estimated $24.4M and leaving 487,555 shares worth $44.1M. The position accounts for 0.52% of the portfolio, ranked #42.

OpenArc Corporate Advisory first reported a position in IYG in Q4 2025 and has held it in 3 quarters since. The position peaked at $63.4M in Q1 2026. 261 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

OpenArc Corporate Advisory held 487,555 shares of iShares US Financial Services ETF worth $44.1M as of Q2 2026.
OpenArc Corporate Advisory sold 277,775 iShares US Financial Services ETF shares in Q2 2026, an estimated $24.4M.
iShares US Financial Services ETF made up 0.52% of OpenArc Corporate Advisory's portfolio in Q2 2026, its #42 holding.
OpenArc Corporate Advisory first reported a position in iShares US Financial Services ETF in Q4 2025 and has held it in 3 quarters since.
OpenArc Corporate Advisory's iShares US Financial Services ETF position peaked at $63.4M in Q1 2026.
261 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.