O'Shaughnessy Asset Management’s iShares US Financial Services ETF IYG Stock Holding History

O'Shaughnessy Asset Management’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	$108K	Sell	1,198 -917	-43%	-$80.4K	﹤0.01%	2157
2026 Q1	$175K	Buy	2,115 +359	+20%	+$31.5K	﹤0.01%	2026
2025 Q4	$162K	Buy	1,756 +150	+9%	+$13.4K	﹤0.01%	2031
2025 Q3	$144K	Buy	1,606 +188	+13%	+$16.5K	﹤0.01%	2026
2025 Q2	$121K	Buy	1,418 +495	+54%	+$39.3K	﹤0.01%	1922
2025 Q1	$72.5K	Buy	923 +560	+154%	+$45.1K	﹤0.01%	1945
2024 Q4	$28.2K	Hold	363	–	–	﹤0.01%	1985
2024 Q3	$26.8K	Buy	363 +339	+1,413%	+$23.3K	﹤0.01%	1926
2024 Q2	$1.56K	Hold	24	–	–	﹤0.01%	1919
2024 Q1	$1.59K	Buy	+24	New	+$1.49K	﹤0.01%	1831

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

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

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

O'Shaughnessy Asset Management's IYG Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its iShares US Financial Services ETF (IYG) stake by 43% in Q2 2026, selling an estimated $80.4K and leaving 1,198 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #2157.

O'Shaughnessy Asset Management first reported a position in IYG in Q1 2024 and has held it in 10 quarters since. The position peaked at $175K in Q1 2026. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

O'Shaughnessy Asset Management held 1,198 shares of iShares US Financial Services ETF worth $108K as of Q2 2026.
O'Shaughnessy Asset Management sold 917 iShares US Financial Services ETF shares in Q2 2026, an estimated $80.4K.
iShares US Financial Services ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2157 holding.
O'Shaughnessy Asset Management first reported a position in iShares US Financial Services ETF in Q1 2024 and has held it in 10 quarters since.
O'Shaughnessy Asset Management's iShares US Financial Services ETF position peaked at $175K in Q1 2026.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.