Pinnacle Financial Group’s iShares US Financial Services ETF IYG Stock Holding History

Pinnacle Financial Group’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	$201K	Buy	+2,220	New	+$195K	0.05%	117
2026 Q1	–	Sell	-2,220	Closed	-$205K	–	115
2025 Q4	$205K	Buy	+2,220	New	+$198K	0.06%	109
2023 Q1	–	Sell	-4,500	Closed	-$236K	–	65
2022 Q4	$236K	Hold	4,500	–	–	0.17%	54
2022 Q3	$212K	Hold	4,500	–	–	0.18%	54
2022 Q2	$222K	Hold	4,500	–	–	0.19%	54
2022 Q1	$270K	Hold	4,500	–	–	0.22%	52
2021 Q4	$290K	Buy	+4,500	New	+$293K	0.22%	52

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

Pinnacle Financial Group's IYG Position: Q2 2026 in Review

Pinnacle Financial Group opened a new position in iShares US Financial Services ETF (IYG) in Q2 2026: 2,220 shares worth $201K. The stake represents 0.05% of the portfolio and ranks #117 among its holdings. This is a return to the name: Pinnacle Financial Group previously reported a position in IYG as recently as Q4 2025.

Pinnacle Financial Group first reported a position in IYG in Q4 2021 and has held it in 7 quarters since. The position peaked at $290K in Q4 2021. 263 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Pinnacle Financial Group held 2,220 shares of iShares US Financial Services ETF worth $201K as of Q2 2026.
iShares US Financial Services ETF was a new Pinnacle Financial Group position in Q2 2026.
iShares US Financial Services ETF made up 0.05% of Pinnacle Financial Group's portfolio in Q2 2026, its #117 holding.
Pinnacle Financial Group first reported a position in iShares US Financial Services ETF in Q4 2021 and has held it in 7 quarters since.
Pinnacle Financial Group's iShares US Financial Services ETF position peaked at $290K in Q4 2021.
263 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Pinnacle Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.