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

SAM 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
Q2 		$10.8M Buy
119,266
+3,360
+3% +$295K 2.95% 7
2026
Q1 		$9.6M Buy
115,906
+2,453
+2% +$215K 3.01% 7
2025
Q4 		$10.5M Sell
113,453
-2,069
-2% -$185K 3.31% 7
2025
Q3 		$10.4M Sell
115,522
-285
-0.2% -$25.1K 3.34% 7
2025
Q2 		$9.91M Buy
115,807
+2,253
+2% +$179K 3.43% 7
2025
Q1 		$8.92M Sell
113,554
-4,061
-3% -$327K 3.34% 8
2024
Q4 		$9.14M Sell
117,615
-2,696
-2% -$208K 3.31% 8
2024
Q3 		$8.54M Sell
120,311
-1,100
-0.9% -$75.6K 3.14% 8
2024
Q2 		$7.92M Sell
121,411
-1,914
-2% -$124K 2.87% 9
2024
Q1 		$8.18M Sell
123,325
-305
-0.2% -$18.9K 2.98% 9
2023
Q4 		$7.39M Buy
123,630
+630
+0.5% +$33.9K 2.91% 9
2023
Q3 		$6.34M Sell
123,000
-1,617
-1% -$87.5K 2.75% 9
2023
Q2 		$6.56M Buy
124,617
+8,169
+7% +$414K 2.73% 9
2023
Q1 		$5.86M Sell
116,448
-7,572
-6% -$413K 2.63% 9
2022
Q4 		$6.51M Buy
124,020
+4,065
+3% +$213K 2.87% 9
2022
Q3 		$5.65M Buy
+119,955
New +$6.29M 2.75% 9

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

SAM Advisors's IYG Position: Q2 2026 in Review

SAM Advisors increased its iShares US Financial Services ETF (IYG) stake by 2.9% in Q2 2026, buying an estimated $295K and bringing the position to 119,266 shares worth $10.8M. The position accounts for 2.95% of the portfolio, ranked #7.

SAM Advisors first reported a position in IYG in Q3 2022 and has held it in 16 quarters since. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • SAM Advisors held 119,266 shares of iShares US Financial Services ETF worth $10.8M as of Q2 2026.
  • SAM Advisors bought 3,360 iShares US Financial Services ETF shares in Q2 2026, an estimated $295K.
  • iShares US Financial Services ETF made up 2.95% of SAM Advisors's portfolio in Q2 2026, its #7 holding.
  • SAM Advisors first reported a position in iShares US Financial Services ETF in Q3 2022 and has held it in 16 quarters since.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on SAM Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.