Park Avenue Securities’s iShares US Financial Services ETF IYG Stock Holding History

Park Avenue Securities’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	$295K	Sell	3,265 -359	-10%	-$31.5K	﹤0.01%	1534
2026 Q1	$300K	Sell	3,624 -242	-6%	-$21.2K	﹤0.01%	1309
2025 Q4	$357K	Sell	3,866 -1,132	-23%	-$101K	﹤0.01%	1245
2025 Q3	$448K	Sell	4,998 -37	-0.7%	-$3.25K	﹤0.01%	1235
2025 Q2	$431K	Buy	5,035 +234	+5%	+$18.6K	﹤0.01%	1129
2025 Q1	$377K	Buy	4,801 +414	+9%	+$33.3K	﹤0.01%	937
2024 Q4	$341K	Buy	+4,387	New	+$338K	﹤0.01%	1228
2020 Q4	–	Sell	-904,587	Closed	-$36.8M	–	858
2020 Q3	$36.8M	Buy	904,587 +55,557	+7%	+$2.29M	1.23%	20
2020 Q2	$33.8M	Buy	+849,030	New	+$32.6M	1.28%	21

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

Park Avenue Securities's IYG Position: Q2 2026 in Review

Park Avenue Securities reduced its iShares US Financial Services ETF (IYG) stake by 9.9% in Q2 2026, selling an estimated $31.5K and leaving 3,265 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #1534.

Park Avenue Securities first reported a position in IYG in Q2 2020 and has held it in 9 quarters since. The position peaked at $36.8M in Q3 2020. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Park Avenue Securities held 3,265 shares of iShares US Financial Services ETF worth $295K as of Q2 2026.
Park Avenue Securities sold 359 iShares US Financial Services ETF shares in Q2 2026, an estimated $31.5K.
iShares US Financial Services ETF made up ﹤0.01% of Park Avenue Securities's portfolio in Q2 2026, its #1534 holding.
Park Avenue Securities first reported a position in iShares US Financial Services ETF in Q2 2020 and has held it in 9 quarters since.
Park Avenue Securities's iShares US Financial Services ETF position peaked at $36.8M in Q3 2020.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.