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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
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 $11.5B AUM 15.23% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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 $871B 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 $377B AUM 19.32% 1-Year Est. Return

Pinnacle Financial Group's IYG Position: Q1 2026 in Review

Pinnacle Financial Group sold out of iShares US Financial Services ETF (IYG) in Q1 2026, closing a stake of 2,220 shares — an estimated $205K sold.

Pinnacle Financial Group first reported a position in IYG in Q4 2021 and held it in 6 quarters. The position peaked at $290K in Q4 2021. 264 funds tracked by Wall St. Rank hold IYG as of Q1 2026.

  • Pinnacle Financial Group reported no remaining iShares US Financial Services ETF position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Financial Group sold 2,220 iShares US Financial Services ETF shares in Q1 2026, an estimated $205K.
  • Pinnacle Financial Group first reported a position in iShares US Financial Services ETF in Q4 2021 and held it in 6 quarters.
  • Pinnacle Financial Group's iShares US Financial Services ETF position peaked at $290K in Q4 2021.
  • 264 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2026.

Based on Pinnacle Financial Group's 13F filing for Q1 2026, filed 13 May 2026.