ORG Partners’s iShares US Financial Services ETF IYG Stock Holding History

ORG Partners’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
2025 Q1	–	Sell	-1,500	Closed	-$117K	–	1503
2024 Q4	$117K	Hold	1,500	–	–	0.02%	398
2024 Q3	$107K	Hold	1,500	–	–	0.02%	372
2024 Q2	$98.1K	Buy	+1,500	New	+$97.4K	0.01%	608
2024 Q1	–	Sell	-1,500	Closed	-$89.6K	–	814
2023 Q4	$89.6K	Buy	+1,500	New	+$80.8K	0.02%	422
2023 Q3	–	Sell	-1,500	Closed	-$79.7K	–	1494
2023 Q2	$79.7K	Buy	+1,500	New	+$76K	0.01%	575

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ORG Partners's IYG Position: Q1 2025 in Review

ORG Partners sold out of iShares US Financial Services ETF (IYG) in Q1 2025, closing a stake of 1,500 shares — an estimated $117K sold.

ORG Partners first reported a position in IYG in Q2 2023 and held it in 5 quarters. The position peaked at $117K in Q4 2024. 253 funds tracked by Wall St. Rank hold IYG as of Q1 2025.

ORG Partners reported no remaining iShares US Financial Services ETF position as of Q1 2025 after selling out during the quarter.
ORG Partners sold 1,500 iShares US Financial Services ETF shares in Q1 2025, an estimated $117K.
ORG Partners first reported a position in iShares US Financial Services ETF in Q2 2023 and held it in 5 quarters.
ORG Partners's iShares US Financial Services ETF position peaked at $117K in Q4 2024.
253 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.