RIG
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RiverFront Investment Group’s iShares US Financial Services ETF IYG Stock Holding History

RiverFront Investment Group’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 		$138M Buy
1,523,347
+45,260
+3% +$3.97M 1.82% 18
2026
Q1 		$122M Buy
1,478,087
+29,066
+2% +$2.55M 1.89% 19
2025
Q4 		$134M Buy
1,449,021
+10,089
+0.7% +$900K 2.2% 16
2025
Q3 		$129M Buy
1,438,932
+20,530
+1% +$1.8M 2.26% 17
2025
Q2 		$121M Sell
1,418,402
-208,373
-13% -$16.5M 2.37% 17
2025
Q1 		$128M Buy
1,626,775
+70,342
+5% +$5.67M 2.84% 9
2024
Q4 		$121M Buy
1,556,433
+49,743
+3% +$3.84M 2.76% 11
2024
Q3 		$107M Buy
1,506,690
+58,449
+4% +$4.02M 2.52% 14
2024
Q2 		$94.4M Buy
1,448,241
+38,283
+3% +$2.49M 2.52% 13
2024
Q1 		$93.5M Sell
1,409,958
-97,158
-6% -$6.03M 2.63% 12
2023
Q4 		$81.3M Sell
1,507,116
-24,705
-2% -$1.33M 2.55% 12
2023
Q3 		$70.1M Sell
1,531,821
-116,838
-7% -$6.32M 2.49% 11
2023
Q2 		$73.3M Buy
1,648,659
+331,071
+25% +$16.8M 2.39% 12
2023
Q1 		$66.3M Sell
1,317,588
-229,119
-15% -$12.5M 2.34% 14
2022
Q4 		$7.4M Sell
1,546,707
-128,871
-8% -$6.75M 1.68% 18
2022
Q3 		$87.3M Sell
1,675,578
-15,696
-0.9% -$824K 3.27% 9
2022
Q2 		$83.6M Buy
1,691,274
+42,222
+3% +$2.29M 3.14% 10
2022
Q1 		$99.1M Buy
1,649,052
+1,332,573
+421% +$84M 3.18% 11
2021
Q4 		$20.4M Sell
316,479
-1,403,850
-82% -$91.5M 0.63% 31
2021
Q3 		$108M Sell
1,720,329
-1,306,641
-43% -$82M 3.6% 8
2021
Q2 		$187M Buy
3,026,970
+30,978
+1% +$1.89M 3.77% 8
2021
Q1 		$171M Buy
2,995,992
+517,905
+21% +$28M 3.61% 8
2020
Q4 		$124M Sell
2,478,087
-345,207
-12% -$15.6M 2.72% 10
2020
Q3 		$115M Sell
2,823,294
-460,440
-14% -$19M 2.71% 11
2020
Q2 		$131M Buy
3,283,734
+863,922
+36% +$33.2M 3.19% 9
2020
Q1 		$45.2M Sell
2,419,812
-601,968
-20% -$27.5M 1.76% 19
2019
Q4 		$153M Buy
3,021,780
+356,787
+13% +$17.1M 3.69% 8
2019
Q3 		$121M Sell
2,664,993
-46,479
-2% -$2.1M 2.99% 10
2019
Q2 		$121M Sell
2,711,472
-72,960
-3% -$3.2M 3.04% 10
2019
Q1 		$116M Sell
2,784,432
-33,549
-1% -$1.39M 2.87% 11
2018
Q4 		$105M Sell
2,817,981
-127,044
-4% -$5.24M 2.86% 11
2018
Q3 		$131M Sell
2,945,025
-29,649
-1% -$1.34M 3.09% 11
2018
Q2 		$129M Buy
2,974,674
+6,900
+0.2% +$306K 3.17% 10
2018
Q1 		$130M Sell
2,967,774
-139,506
-4% -$6.34M 3.03% 10
2017
Q4 		$135M Buy
3,107,280
+21,417
+0.7% +$893K 3.22% 13
2017
Q3 		$123M Buy
3,085,863
+26,394
+0.9% +$1.01M 3% 13
2017
Q2 		$116M Buy
3,059,469
+28,245
+0.9% +$1.03M 2.96% 14
2017
Q1 		$110M Buy
3,031,224
+1,921,428
+173% +$70.5M 2.99% 14
2016
Q4 		$39.3M Buy
+1,109,796
New +$36.2M 1.11% 29

Other funds holding IYG

DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RiverFront Investment Group's IYG Position: Q2 2026 in Review

RiverFront Investment Group increased its iShares US Financial Services ETF (IYG) stake by 3.1% in Q2 2026, buying an estimated $3.97M and bringing the position to 1,523,347 shares worth $138M. The position accounts for 1.82% of the portfolio, ranked #18.

RiverFront Investment Group first reported a position in IYG in Q4 2016 and has held it in 39 quarters since. The position peaked at $187M in Q2 2021. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • RiverFront Investment Group held 1,523,347 shares of iShares US Financial Services ETF worth $138M as of Q2 2026.
  • RiverFront Investment Group bought 45,260 iShares US Financial Services ETF shares in Q2 2026, an estimated $3.97M.
  • iShares US Financial Services ETF made up 1.82% of RiverFront Investment Group's portfolio in Q2 2026, its #18 holding.
  • RiverFront Investment Group first reported a position in iShares US Financial Services ETF in Q4 2016 and has held it in 39 quarters since.
  • RiverFront Investment Group's iShares US Financial Services ETF position peaked at $187M in Q2 2021.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.