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

Rise 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
2025 Q3	–	Sell	-126	Closed	-$10.8K	–	1568
2025 Q2	$10.8K	Hold	126	–	–	﹤0.01%	950
2025 Q1	$9.9K	Buy	+126	New	+$10.1K	﹤0.01%	973
2023 Q4	–	Sell	-504	Closed	-$26K	–	645
2023 Q3	$26K	Hold	504	–	–	0.02%	201
2023 Q2	$26.6K	Hold	504	–	–	0.02%	209
2023 Q1	$25.3K	Buy	504 +3	+0.6%	+$164	0.02%	225
2022 Q4	$26.2K	Buy	501 +3	+0.6%	+$157	0.02%	216
2022 Q3	$23K	Buy	498 +3	+0.6%	+$157	0.02%	226
2022 Q2	$24K	Buy	495 +3	+0.6%	+$163	0.02%	213
2022 Q1	$30K	Buy	492 +3	+0.6%	+$189	0.03%	205
2021 Q4	$31.5K	Buy	+489	New	+$31.9K	0.03%	198

Other funds holding IYG

RIG

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

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 $871B AUM 31.28% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Rise Advisors's IYG Position: Q3 2025 in Review

Rise Advisors sold out of iShares US Financial Services ETF (IYG) in Q3 2025, closing a stake of 126 shares — an estimated $10.8K sold.

Rise Advisors first reported a position in IYG in Q4 2021 and held it in 10 quarters. The position peaked at $31.5K in Q4 2021. 252 funds tracked by Wall St. Rank hold IYG as of Q3 2025.

Rise Advisors reported no remaining iShares US Financial Services ETF position as of Q3 2025 after selling out during the quarter.
Rise Advisors sold 126 iShares US Financial Services ETF shares in Q3 2025, an estimated $10.8K.
Rise Advisors first reported a position in iShares US Financial Services ETF in Q4 2021 and held it in 10 quarters.
Rise Advisors's iShares US Financial Services ETF position peaked at $31.5K in Q4 2021.
252 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2025.

Based on Rise Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.