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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
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

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return

Private Advisor Group's IYG Position: Q2 2026 in Review

Private Advisor Group reduced its iShares US Financial Services ETF (IYG) stake by 36% in Q2 2026, selling an estimated $6.65M and leaving 133,068 shares worth $12M. The position accounts for 0.06% of the portfolio, ranked #343.

Private Advisor Group first reported a position in IYG in Q3 2014 and has held it in 39 quarters since. The position peaked at $17.3M in Q1 2026. 98 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Private Advisor Group held 133,068 shares of iShares US Financial Services ETF worth $12M as of Q2 2026.
  • Private Advisor Group sold 75,848 iShares US Financial Services ETF shares in Q2 2026, an estimated $6.65M.
  • iShares US Financial Services ETF made up 0.06% of Private Advisor Group's portfolio in Q2 2026, its #343 holding.
  • Private Advisor Group first reported a position in iShares US Financial Services ETF in Q3 2014 and has held it in 39 quarters since.
  • Private Advisor Group's iShares US Financial Services ETF position peaked at $17.3M in Q1 2026.
  • 98 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.