Prime Capital Investment Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Prime Capital Investment 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	$212K	Sell	2,340 -77	-3%	-$6.75K	﹤0.01%	1006
2026 Q1	$200K	Sell	2,417 -1,090	-31%	-$95.7K	﹤0.01%	983
2025 Q4	$324K	Hold	3,507	–	–	﹤0.01%	785
2025 Q3	$314K	Hold	3,507	–	–	﹤0.01%	785
2025 Q2	$300K	Sell	3,507 -302	-8%	-$24K	﹤0.01%	768
2025 Q1	$299K	Buy	3,809 +608	+19%	+$49K	﹤0.01%	840
2024 Q4	$249K	Hold	3,201	–	–	﹤0.01%	782
2024 Q3	$227K	Hold	3,201	–	–	﹤0.01%	819
2024 Q2	$209K	Sell	3,201 -600	-16%	-$39K	﹤0.01%	844
2024 Q1	$252K	Sell	3,801 -135	-3%	-$8.38K	﹤0.01%	829
2023 Q4	$235K	Buy	+3,936	New	+$212K	﹤0.01%	824

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

CWM

Circle Wealth Management Summit, New Jersey $7.96B AUM 30.85% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Prime Capital Investment Advisors's IYG Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its iShares US Financial Services ETF (IYG) stake by 3.2% in Q2 2026, selling an estimated $6.75K and leaving 2,340 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

Prime Capital Investment Advisors first reported a position in IYG in Q4 2023 and has held it in 11 quarters since. The position peaked at $324K in Q4 2025. 196 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Prime Capital Investment Advisors held 2,340 shares of iShares US Financial Services ETF worth $212K as of Q2 2026.
Prime Capital Investment Advisors sold 77 iShares US Financial Services ETF shares in Q2 2026, an estimated $6.75K.
iShares US Financial Services ETF made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #1006 holding.
Prime Capital Investment Advisors first reported a position in iShares US Financial Services ETF in Q4 2023 and has held it in 11 quarters since.
Prime Capital Investment Advisors's iShares US Financial Services ETF position peaked at $324K in Q4 2025.
196 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

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