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Prospera Financial Services’s iShares US Financial Services ETF IYG Stock Holding History

Prospera Financial Services’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 		$944K Hold
10,429
– – 0.01% 800
2026
Q1 		$864K Sell
10,429
-125
-1% -$11K 0.01% 775
2025
Q4 		$974K Hold
10,554
– – 0.02% 679
2025
Q3 		$946K Hold
10,554
– – 0.02% 697
2025
Q2 		$903K Buy
10,554
+153
+1% +$12.1K 0.02% 691
2025
Q1 		$817K Buy
10,401
+1,340
+15% +$108K 0.02% 616
2024
Q4 		$705K Buy
9,061
+595
+7% +$45.9K 0.02% 640
2024
Q3 		$601K Hold
8,466
– – 0.02% 656
2024
Q2 		$552K Hold
8,466
– – 0.02% 677
2024
Q1 		$561K Hold
8,466
– – 0.02% 670
2023
Q4 		$506K Hold
8,466
– – 0.02% 658
2023
Q3 		$436K Hold
8,466
– – 0.02% 664
2023
Q2 		$446K Hold
8,466
– – 0.02% 654
2023
Q1 		$426K Buy
+8,466
New +$462K 0.02% 664
2022
Q2 		– Sell
-8,736
Closed -$525K – 2130
2022
Q1 		$525K Hold
8,736
– – 0.02% 586
2021
Q4 		$562K Hold
8,736
– – 0.02% 540
2021
Q3 		$548K Hold
8,736
– – 0.03% 508
2021
Q2 		$540K Buy
8,736
+480
+6% +$29.3K 0.03% 513
2021
Q1 		$471K Hold
8,256
– – 0.03% 501
2020
Q4 		$413K Hold
8,256
– – 0.03% 453
2020
Q3 		$336K Hold
8,256
– – 0.13% 141
2020
Q2 		$329K Hold
8,256
– – 0.03% 420
2020
Q1 		$283K Sell
8,256
-1,035
-11% -$47.2K 0.03% 405
2019
Q4 		$470K Buy
+9,291
New +$446K 0.04% 390

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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Prospera Financial Services's IYG Position: Q2 2026 in Review

Prospera Financial Services held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 10,429 shares worth $944K. The position accounts for 0.01% of the portfolio, ranked #800.

Prospera Financial Services first reported a position in IYG in Q4 2019 and has held it in 24 quarters since. The position peaked at $974K in Q4 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Prospera Financial Services held 10,429 shares of iShares US Financial Services ETF worth $944K as of Q2 2026.
  • Prospera Financial Services left its iShares US Financial Services ETF share count unchanged in Q2 2026.
  • iShares US Financial Services ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #800 holding.
  • Prospera Financial Services first reported a position in iShares US Financial Services ETF in Q4 2019 and has held it in 24 quarters since.
  • Prospera Financial Services's iShares US Financial Services ETF position peaked at $974K in Q4 2025.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.