Qube Research & Technologies (QRT)
IYG icon

Qube Research & Technologies (QRT)’s iShares US Financial Services ETF IYG Stock Holding History

Qube Research & Technologies (QRT)’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 		$1.04M Buy
+11,457
New +$1M ﹤0.01% 2395
2026
Q1 		– Sell
-3,194
Closed -$295K – 3830
2025
Q4 		$295K Buy
3,194
+1,951
+157% +$174K ﹤0.01% 2953
2025
Q3 		$111K Sell
1,243
-1,125
-48% -$98.9K ﹤0.01% 3046
2025
Q2 		$203K Buy
2,368
+1,724
+268% +$137K ﹤0.01% 2908
2025
Q1 		$50.6K Buy
+644
New +$51.9K ﹤0.01% 3120
2024
Q2 		– Sell
-371
Closed -$24.6K – 4289
2024
Q1 		$24.6K Sell
371
-3,016
-89% -$187K ﹤0.01% 3651
2023
Q4 		$202K Sell
3,387
-2,196
-39% -$118K ﹤0.01% 2783
2023
Q3 		$288K Buy
+5,583
New +$302K ﹤0.01% 2263
2023
Q2 		– Sell
-1,218
Closed -$61.3K – 2694
2023
Q1 		$61.3K Sell
1,218
-1,623
-57% -$88.6K ﹤0.01% 2203
2022
Q4 		$149K Buy
2,841
+1,485
+110% +$77.8K ﹤0.01% 1900
2022
Q3 		$64K Sell
1,356
-522
-28% -$27.4K ﹤0.01% 2082
2022
Q2 		$93K Sell
1,878
-4,824
-72% -$262K ﹤0.01% 1966
2022
Q1 		$403K Buy
6,702
+6,009
+867% +$379K ﹤0.01% 1636
2021
Q4 		$45K Sell
693
-753
-52% -$49.1K ﹤0.01% 2276
2021
Q3 		$91K Buy
+1,446
New +$90.7K ﹤0.01% 1808

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

Qube Research & Technologies (QRT)'s IYG Position: Q2 2026 in Review

Qube Research & Technologies (QRT) opened a new position in iShares US Financial Services ETF (IYG) in Q2 2026: 11,457 shares worth $1.04M. The stake represents ﹤0.01% of the portfolio and ranks #2395 among its holdings. This is a return to the name: Qube Research & Technologies (QRT) previously reported a position in IYG as recently as Q4 2025.

Qube Research & Technologies (QRT) first reported a position in IYG in Q3 2021 and has held it in 15 quarters since. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Qube Research & Technologies (QRT) held 11,457 shares of iShares US Financial Services ETF worth $1.04M as of Q2 2026.
  • iShares US Financial Services ETF was a new Qube Research & Technologies (QRT) position in Q2 2026.
  • iShares US Financial Services ETF made up ﹤0.01% of Qube Research & Technologies (QRT)'s portfolio in Q2 2026, its #2395 holding.
  • Qube Research & Technologies (QRT) first reported a position in iShares US Financial Services ETF in Q3 2021 and has held it in 15 quarters since.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q2 2026, filed 14 Aug 2026.