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 Q2	$203K	Buy	+2,240	New	+$196K	0.1%	118
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 $13.5B AUM 21.55% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Morgan Stanley New York $1.89T AUM 35.08% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Promethium Advisors's IYG Position: Q2 2026 in Review

Promethium Advisors opened a new position in iShares US Financial Services ETF (IYG) in Q2 2026: 2,240 shares worth $203K. The stake represents 0.1% of the portfolio and ranks #118 among its holdings. This is a return to the name: Promethium Advisors previously reported a position in IYG as recently as Q4 2025.

Promethium Advisors first reported a position in IYG in Q4 2024 and has held it in 6 quarters since. The position peaked at $207K in Q1 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Promethium Advisors held 2,240 shares of iShares US Financial Services ETF worth $203K as of Q2 2026.
iShares US Financial Services ETF was a new Promethium Advisors position in Q2 2026.
iShares US Financial Services ETF made up 0.1% of Promethium Advisors's portfolio in Q2 2026, its #118 holding.
Promethium Advisors first reported a position in iShares US Financial Services ETF in Q4 2024 and has held it in 6 quarters since.
Promethium Advisors's iShares US Financial Services ETF position peaked at $207K in Q1 2025.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

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