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Promethium Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Promethium 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
Q1 		– Sell
-2,240
Closed -$207K – 117
2025
Q4 		$207K Hold
2,240
– – 0.11% 110
2025
Q3 		$201K Sell
2,240
-150
-6% -$13.2K 0.12% 114
2025
Q2 		$205K Sell
2,390
-250
-9% -$19.8K 0.12% 108
2025
Q1 		$207K Hold
2,640
– – 0.13% 111
2024
Q4 		$205K Buy
+2,640
New +$204K 0.14% 121

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

Promethium Advisors's IYG Position: Q1 2026 in Review

Promethium Advisors sold out of iShares US Financial Services ETF (IYG) in Q1 2026, closing a stake of 2,240 shares — an estimated $207K sold.

Promethium Advisors first reported a position in IYG in Q4 2024 and held it in 5 quarters. The position peaked at $207K in Q1 2025. 264 funds tracked by Wall St. Rank hold IYG as of Q1 2026.

  • Promethium Advisors reported no remaining iShares US Financial Services ETF position as of Q1 2026 after selling out during the quarter.
  • Promethium Advisors sold 2,240 iShares US Financial Services ETF shares in Q1 2026, an estimated $207K.
  • Promethium Advisors first reported a position in iShares US Financial Services ETF in Q4 2024 and held it in 5 quarters.
  • Promethium Advisors's iShares US Financial Services ETF position peaked at $207K in Q1 2025.
  • 264 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2026.

Based on Promethium Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.