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Oppenheimer & Co’s iShares US Financial Services ETF IYG Stock Holding History

Oppenheimer & Co’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 		$1.06M Buy
11,752
+1,030
+10% +$90.3K 0.01% 905
2026
Q1 		$888K Buy
10,722
+1,291
+14% +$113K 0.01% 923
2025
Q4 		$870K Sell
9,431
-25
-0.3% -$2.23K 0.01% 857
2025
Q3 		$848K Buy
9,456
+579
+7% +$50.9K 0.01% 973
2025
Q2 		$760K Buy
8,877
+1,197
+16% +$94.9K 0.01% 981
2025
Q1 		$603K Buy
7,680
+2,382
+45% +$192K 0.01% 1015
2024
Q4 		$412K Buy
5,298
+5
+0.1% +$386 0.01% 1138
2024
Q3 		$376K Buy
+5,293
New +$364K 0.01% 1145
2022
Q1 		– Sell
-18,945
Closed -$1.22M – 1535
2021
Q4 		$1.22M Buy
+18,945
New +$1.24M 0.02% 704
2019
Q2 		– Sell
-9,798
Closed -$407K – 1340
2019
Q1 		$407K Sell
9,798
-426
-4% -$17.7K 0.01% 905
2018
Q4 		$382K Sell
10,224
-4,626
-31% -$191K 0.01% 842
2018
Q3 		$659K Sell
14,850
-84
-0.6% -$3.8K 0.02% 748
2018
Q2 		$645K Buy
14,934
+1,026
+7% +$45.5K 0.02% 762
2018
Q1 		$607K Buy
13,908
+324
+2% +$14.7K 0.02% 781
2017
Q4 		$591K Buy
13,584
+6,867
+102% +$286K 0.02% 803
2017
Q3 		$268K Buy
+6,717
New +$257K 0.01% 1073
2017
Q1 		– Sell
-10,686
Closed -$379K – 1318
2016
Q4 		$379K Buy
+10,686
New +$348K 0.01% 907
2013
Q4 		– Sell
-8,556
Closed -$211K – 1425
2013
Q3 		$211K Buy
+8,556
New +$214K 0.01% 1136

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

Oppenheimer & Co's IYG Position: Q2 2026 in Review

Oppenheimer & Co increased its iShares US Financial Services ETF (IYG) stake by 9.6% in Q2 2026, buying an estimated $90.3K and bringing the position to 11,752 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #905.

Oppenheimer & Co first reported a position in IYG in Q3 2013 and has held it in 18 quarters since. The position peaked at $1.22M in Q4 2021. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Oppenheimer & Co held 11,752 shares of iShares US Financial Services ETF worth $1.06M as of Q2 2026.
  • Oppenheimer & Co bought 1,030 iShares US Financial Services ETF shares in Q2 2026, an estimated $90.3K.
  • iShares US Financial Services ETF made up 0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #905 holding.
  • Oppenheimer & Co first reported a position in iShares US Financial Services ETF in Q3 2013 and has held it in 18 quarters since.
  • Oppenheimer & Co's iShares US Financial Services ETF position peaked at $1.22M in Q4 2021.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.