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

Sanctuary 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	$838K	Sell	9,257 -1,302	-12%	-$114K	﹤0.01%	1590
2026 Q1	$875K	Buy	10,559 +2,229	+27%	+$196K	﹤0.01%	1416
2025 Q4	$768K	Buy	8,330 +1,422	+21%	+$127K	﹤0.01%	1472
2025 Q3	$619K	Sell	6,908 -1	-0%	-$88	﹤0.01%	1576
2025 Q2	$591K	Sell	6,909 -1,491	-18%	-$118K	﹤0.01%	1530
2025 Q1	$660K	Buy	8,400 +2,488	+42%	+$200K	﹤0.01%	1343
2024 Q4	$497K	Sell	5,912 -386	-6%	-$29.8K	﹤0.01%	1685
2024 Q3	$513K	Sell	6,298 -8,488	-57%	-$583K	﹤0.01%	1684
2024 Q2	$954K	Buy	+14,786	New	+$960K	0.01%	1224

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 New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sanctuary Advisors's IYG Position: Q2 2026 in Review

Sanctuary Advisors reduced its iShares US Financial Services ETF (IYG) stake by 12% in Q2 2026, selling an estimated $114K and leaving 9,257 shares worth $838K. The position accounts for ﹤0.01% of the portfolio, ranked #1590.

Sanctuary Advisors first reported a position in IYG in Q2 2024 and has held it in 9 quarters since. The position peaked at $954K in Q2 2024. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Sanctuary Advisors held 9,257 shares of iShares US Financial Services ETF worth $838K as of Q2 2026.
Sanctuary Advisors sold 1,302 iShares US Financial Services ETF shares in Q2 2026, an estimated $114K.
iShares US Financial Services ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1590 holding.
Sanctuary Advisors first reported a position in iShares US Financial Services ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's iShares US Financial Services ETF position peaked at $954K in Q2 2024.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

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