QPWM
IYG icon

Quadrant Private Wealth Management’s iShares US Financial Services ETF IYG Stock Holding History

Quadrant Private Wealth Management’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 		– Sell
-7,457
Closed -$618K – 231
2026
Q1 		$618K Buy
7,457
+101
+1% +$8.86K 0.1% 158
2025
Q4 		$679K Sell
7,356
-82
-1% -$7.32K 0.11% 145
2025
Q3 		$667K Hold
7,438
– – 0.12% 135
2025
Q2 		$637K Hold
7,438
– – 0.13% 131
2025
Q1 		$584K Sell
7,438
-945
-11% -$76.1K 0.15% 124
2024
Q4 		$652K Sell
8,383
-200
-2% -$15.4K 0.16% 120
2024
Q3 		$610K Hold
8,583
– – 0.15% 129
2024
Q2 		$560K Hold
8,583
– – 0.13% 135
2024
Q1 		$569K Sell
8,583
-1,554
-15% -$96.5K 0.14% 125
2023
Q4 		$606K Sell
10,137
-30
-0.3% -$1.61K 0.17% 117
2023
Q3 		$527K Hold
10,167
– – 0.18% 108
2023
Q2 		$535K Sell
10,167
-1,116
-10% -$56.6K 0.16% 123
2023
Q1 		$568K Sell
11,283
-1,800
-14% -$98.2K 0.18% 116
2022
Q4 		$687K Buy
+13,083
New +$686K 0.23% 101
2022
Q2 		$674K Sell
13,638
-1,569
-10% -$85.1K 0.28% 81
2022
Q1 		$914K Sell
15,207
-2,610
-15% -$165K 0.34% 73
2021
Q4 		$1.15M Sell
17,817
-540
-3% -$35.2K 0.43% 59
2021
Q3 		$1.15M Sell
18,357
-285
-2% -$17.9K 0.48% 55
2021
Q2 		$1.15M Sell
18,642
-132
-0.7% -$8.06K 0.47% 57
2021
Q1 		$1.07M Sell
18,774
-303
-2% -$16.4K 0.47% 57
2020
Q4 		$954K Sell
19,077
-2,250
-11% -$101K 0.42% 63
2020
Q3 		$867K Buy
21,327
+486
+2% +$20K 0.44% 60
2020
Q2 		$829K Buy
20,841
+12,393
+147% +$476K 0.48% 54
2020
Q1 		$289K Buy
+8,448
New +$386K 0.24% 100

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

Quadrant Private Wealth Management's IYG Position: Q2 2026 in Review

Quadrant Private Wealth Management sold out of iShares US Financial Services ETF (IYG) in Q2 2026, closing a stake of 7,457 shares — an estimated $618K sold.

Quadrant Private Wealth Management first reported a position in IYG in Q1 2020 and held it in 24 quarters. The position peaked at $1.15M in Q3 2021. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Quadrant Private Wealth Management reported no remaining iShares US Financial Services ETF position as of Q2 2026 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 7,457 iShares US Financial Services ETF shares in Q2 2026, an estimated $618K.
  • Quadrant Private Wealth Management first reported a position in iShares US Financial Services ETF in Q1 2020 and held it in 24 quarters.
  • Quadrant Private Wealth Management's iShares US Financial Services ETF position peaked at $1.15M in Q3 2021.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.