Register Financial Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Register Financial 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 Q1	$379K	Buy	4,581 +11	+0.2%	+$965	0.14%	147
2025 Q4	$422K	Buy	4,570 +10	+0.2%	+$893	0.16%	127
2025 Q3	$409K	Buy	4,560 +69	+2%	+$6.07K	0.16%	127
2025 Q2	$384K	Buy	4,491 +9	+0.2%	+$714	0.17%	128
2025 Q1	$352K	Buy	4,482 +10	+0.2%	+$805	0.18%	124
2024 Q4	$348K	Buy	4,472 +11	+0.2%	+$848	0.17%	124
2024 Q3	$317K	Buy	4,461 +12	+0.3%	+$825	0.16%	130
2024 Q2	$290K	Buy	4,449 +11	+0.2%	+$714	0.15%	134
2024 Q1	$294K	Buy	4,438 +10	+0.2%	+$621	0.15%	132
2023 Q4	$265K	Buy	+4,428	New	+$238K	0.18%	130

Other funds holding IYG

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return