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

Private Advisor 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
Q3 		$22M Buy
244,139
+111,071
+83% +$10.6M 0.07% 275
2026
Q2 		$12M Sell
133,068
-75,848
-36% -$6.65M 0.06% 343
2026
Q1 		$17.3M Buy
208,916
+30,308
+17% +$2.66M 0.08% 260
2025
Q4 		$16.5M Buy
178,608
+7,380
+4% +$659K 0.08% 266
2025
Q3 		$15.3M Buy
171,228
+8,043
+5% +$707K 0.08% 264
2025
Q2 		$14M Buy
163,185
+7,903
+5% +$627K 0.08% 277
2025
Q1 		$12.2M Buy
155,282
+52,060
+50% +$4.19M 0.07% 281
2024
Q4 		$8.03M Sell
103,222
-4,317
-4% -$333K 0.05% 385
2024
Q3 		$7.64M Sell
107,539
-3,041
-3% -$209K 0.05% 382
2024
Q2 		$7.21M Sell
110,580
-4,923
-4% -$320K 0.05% 361
2024
Q1 		$7.66M Sell
115,503
-5,508
-5% -$342K 0.06% 331
2023
Q4 		$7.23M Sell
121,011
-3,459
-3% -$186K 0.06% 324
2023
Q3 		$6.42M Sell
124,470
-738
-0.6% -$39.9K 0.06% 324
2023
Q2 		$6.82M Sell
125,208
-1,257
-1% -$63.7K 0.06% 306
2023
Q1 		$6.36M Sell
126,465
-20,877
-14% -$1.14M 0.06% 318
2022
Q4 		$4.42M Buy
147,342
+4,539
+3% +$238K 0.22% 101
2022
Q3 		$6.72M Buy
142,803
+3,615
+3% +$190K 0.08% 253
2022
Q2 		$6.88M Buy
139,188
+7,434
+6% +$403K 0.06% 310
2022
Q1 		$7.92M Buy
131,754
+9,591
+8% +$605K 0.06% 301
2021
Q4 		$7.86M Sell
122,163
-57,522
-32% -$3.75M 0.06% 323
2021
Q3 		$11.3M Buy
179,685
+82,011
+84% +$5.15M 0.07% 277
2021
Q2 		$6.03M Buy
97,674
+12,825
+15% +$784K 0.05% 350
2021
Q1 		$4.84M Buy
84,849
+12,978
+18% +$702K 0.05% 387
2020
Q4 		$3.59M Buy
71,871
+53,847
+299% +$2.43M 0.04% 439
2020
Q3 		$729K Buy
18,024
+9,540
+112% +$393K 0.01% 912
2020
Q2 		$338K Buy
+8,484
New +$326K ﹤0.01% 1169
2020
Q1 		– Sell
-8,091
Closed -$410K – 1547
2019
Q4 		$410K Sell
8,091
-393
-5% -$18.9K 0.01% 1134
2019
Q3 		$386K Sell
8,484
-2,175
-20% -$98K 0.01% 1179
2019
Q2 		$476K Sell
10,659
-81
-0.8% -$3.55K 0.01% 1068
2019
Q1 		$447K Sell
10,740
-2,601
-19% -$108K 0.01% 1017
2018
Q4 		$499K Sell
13,341
-41,529
-76% -$1.71M 0.01% 841
2018
Q3 		$2.44M Buy
54,870
+38,319
+232% +$1.73M 0.05% 368
2018
Q2 		$720K Sell
16,551
-21,942
-57% -$972K 0.01% 606
2018
Q1 		$1.68M Buy
38,493
+7,755
+25% +$352K 0.07% 297
2017
Q4 		$1.37M Sell
30,738
-35,913
-54% -$1.5M 0.06% 334
2017
Q3 		$2.7M Buy
66,651
+14,805
+29% +$567K 0.07% 290
2017
Q2 		$1.99M Buy
51,846
+6,342
+14% +$231K 0.05% 342
2017
Q1 		$1.63M Buy
45,504
+39,174
+619% +$1.44M 0.05% 399
2016
Q4 		$229K Buy
+6,330
New +$206K 0.01% 1086
2014
Q4 		– Sell
-1,119
Closed -$32K – 1161
2014
Q3 		$32K Buy
+1,119
New +$31.8K ﹤0.01% 1091

Other funds holding IYG

Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kozak & Associates
Kozak & Associates Highlands Ranch, Colorado $553M AUM 17.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
HCP
Holt Capital Partners Fort Worth, Texas $866M AUM 19.82% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Arkansas Financial Group
Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Private Advisor Group's IYG Position: Q3 2026 in Review

Private Advisor Group increased its iShares US Financial Services ETF (IYG) stake by 83% in Q3 2026, buying an estimated $10.6M and bringing the position to 244,139 shares worth $22M. The position accounts for 0.07% of the portfolio, ranked #275.

Private Advisor Group first reported a position in IYG in Q3 2014 and has held it in 40 quarters since. 181 funds tracked by Wall St. Rank hold IYG as of Q3 2026.

  • Private Advisor Group held 244,139 shares of iShares US Financial Services ETF worth $22M as of Q3 2026.
  • Private Advisor Group bought 111,071 iShares US Financial Services ETF shares in Q3 2026, an estimated $10.6M.
  • iShares US Financial Services ETF made up 0.07% of Private Advisor Group's portfolio in Q3 2026, its #275 holding.
  • Private Advisor Group first reported a position in iShares US Financial Services ETF in Q3 2014 and has held it in 40 quarters since.
  • 181 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.