Savant Capital’s iShares US Financial Services ETF IYG Stock Holding History

Savant Capital’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	$967K	Buy	10,692 +2	+0%	+$175	﹤0.01%	898
2026 Q1	$886K	Buy	10,690 +613	+6%	+$53.8K	﹤0.01%	672
2025 Q4	$930K	Sell	10,077 -1,251	-11%	-$112K	0.01%	609
2025 Q3	$1.02M	Sell	11,328 -51	-0.4%	-$4.48K	0.01%	571
2025 Q2	$974K	Sell	11,379 -2,111	-16%	-$167K	0.01%	527
2025 Q1	$1.06M	Sell	13,490 -625	-4%	-$50.3K	0.01%	459
2024 Q4	$1.1M	Buy	+14,115	New	+$1.09M	0.01%	616

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

Savant Capital's IYG Position: Q2 2026 in Review

Savant Capital increased its iShares US Financial Services ETF (IYG) stake by 0.02% in Q2 2026, buying an estimated $175 and bringing the position to 10,692 shares worth $967K. The position accounts for ﹤0.01% of the portfolio, ranked #898.

Savant Capital first reported a position in IYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.1M in Q4 2024. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Savant Capital held 10,692 shares of iShares US Financial Services ETF worth $967K as of Q2 2026.
Savant Capital bought 2 iShares US Financial Services ETF shares in Q2 2026, an estimated $175.
iShares US Financial Services ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #898 holding.
Savant Capital first reported a position in iShares US Financial Services ETF in Q4 2024 and has held it in 7 quarters since.
Savant Capital's iShares US Financial Services ETF position peaked at $1.1M in Q4 2024.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.