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IYG icon

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

Parallel 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
Q2 		$56.8K Buy
627
+1
+0.2% +$88 ﹤0.01% 2058
2026
Q1 		$51.9K Buy
626
+1
+0.2% +$88 ﹤0.01% 1974
2025
Q4 		$57.7K Buy
625
+2
+0.3% +$179 ﹤0.01% 1771
2025
Q3 		$55.9K Hold
623
– – ﹤0.01% 1727
2025
Q2 		$53.3K Buy
623
+1
+0.2% +$79 ﹤0.01% 1684
2025
Q1 		$48.8K Buy
622
+2
+0.3% +$161 ﹤0.01% 1642
2024
Q4 		$48.3K Buy
620
+1
+0.2% +$77 ﹤0.01% 1655
2024
Q3 		$44K Buy
619
+1
+0.2% +$69 ﹤0.01% 1699
2024
Q2 		$40.3K Buy
618
+2
+0.3% +$130 ﹤0.01% 1633
2024
Q1 		$40.9K Buy
616
+412
+202% +$25.6K ﹤0.01% 1599
2023
Q4 		$12.2K Hold
204
– – ﹤0.01% 2207
2023
Q3 		$10.5K Hold
204
– – ﹤0.01% 2169
2023
Q2 		$10.7K Buy
+204
New +$10.3K ﹤0.01% 2144
2023
Q1 		– Sell
-501
Closed -$26.5K – 3461
2022
Q4 		$26.5K Buy
+501
New +$26.3K ﹤0.01% 1581
2022
Q2 		– Sell
-120
Closed -$7K – 3168
2022
Q1 		$7K Hold
120
– – ﹤0.01% 2171
2021
Q4 		$8K Sell
120
-468
-80% -$30.5K ﹤0.01% 2207
2021
Q3 		$37K Buy
588
+123
+26% +$7.72K ﹤0.01% 1419
2021
Q2 		$29K Hold
465
– – ﹤0.01% 1493
2021
Q1 		$27K Buy
+465
New +$25.2K ﹤0.01% 1457
2020
Q4 		– Sell
-6,786
Closed -$276K – 2635
2020
Q3 		$276K Buy
6,786
+594
+10% +$24.5K 0.02% 452
2020
Q2 		$246K Buy
+6,192
New +$238K 0.02% 471

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Parallel Advisors's IYG Position: Q2 2026 in Review

Parallel Advisors increased its iShares US Financial Services ETF (IYG) stake by 0.16% in Q2 2026, buying an estimated $88 and bringing the position to 627 shares worth $56.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2058.

Parallel Advisors first reported a position in IYG in Q2 2020 and has held it in 21 quarters since. The position peaked at $276K in Q3 2020. 218 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Parallel Advisors held 627 shares of iShares US Financial Services ETF worth $56.8K as of Q2 2026.
  • Parallel Advisors bought 1 iShares US Financial Services ETF share in Q2 2026, an estimated $88.
  • iShares US Financial Services ETF made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #2058 holding.
  • Parallel Advisors first reported a position in iShares US Financial Services ETF in Q2 2020 and has held it in 21 quarters since.
  • Parallel Advisors's iShares US Financial Services ETF position peaked at $276K in Q3 2020.
  • 218 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.