PAS
IYG icon

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
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

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RIG
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JP Morgan Chase
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return