Quantinno Capital Management’s iShares US Financial Services ETF IYG Stock Holding History

Quantinno Capital 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	$578K	Sell	6,389 -766	-11%	-$67.2K	﹤0.01%	2904
2026 Q1	$593K	Buy	7,155 +952	+15%	+$83.5K	﹤0.01%	2587
2025 Q4	$572K	Sell	6,203 -355	-5%	-$31.7K	﹤0.01%	2284
2025 Q3	$588K	Sell	6,558 -275	-4%	-$24.2K	﹤0.01%	1866
2025 Q2	$585K	Sell	6,833 -1,340	-16%	-$106K	﹤0.01%	1561
2025 Q1	$642K	Sell	8,173 -1,537	-16%	-$124K	﹤0.01%	1304
2024 Q4	$756K	Buy	+9,710	New	+$749K	0.01%	1117

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

Quantinno Capital Management's IYG Position: Q2 2026 in Review

Quantinno Capital Management reduced its iShares US Financial Services ETF (IYG) stake by 11% in Q2 2026, selling an estimated $67.2K and leaving 6,389 shares worth $578K. The position accounts for ﹤0.01% of the portfolio, ranked #2904.

Quantinno Capital Management first reported a position in IYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $756K in Q4 2024. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Quantinno Capital Management held 6,389 shares of iShares US Financial Services ETF worth $578K as of Q2 2026.
Quantinno Capital Management sold 766 iShares US Financial Services ETF shares in Q2 2026, an estimated $67.2K.
iShares US Financial Services ETF made up ﹤0.01% of Quantinno Capital Management's portfolio in Q2 2026, its #2904 holding.
Quantinno Capital Management first reported a position in iShares US Financial Services ETF in Q4 2024 and has held it in 7 quarters since.
Quantinno Capital Management's iShares US Financial Services ETF position peaked at $756K in Q4 2024.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Quantinno Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.