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

Sequoia Financial 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 		$837K Sell
9,254
-1,277
-12% -$112K ﹤0.01% 1032
2026
Q1 		$872K Buy
10,531
+1,633
+18% +$143K ﹤0.01% 956
2025
Q4 		$821K Buy
8,898
+35
+0.4% +$3.12K ﹤0.01% 986
2025
Q3 		$794K Sell
8,863
-35
-0.4% -$3.08K ﹤0.01% 900
2025
Q2 		$762K Buy
8,898
+5,745
+182% +$456K 0.01% 807
2025
Q1 		$248K Buy
+3,153
New +$254K ﹤0.01% 1161

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

Sequoia Financial Advisors's IYG Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its iShares US Financial Services ETF (IYG) stake by 12% in Q2 2026, selling an estimated $112K and leaving 9,254 shares worth $837K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Sequoia Financial Advisors first reported a position in IYG in Q1 2025 and has held it in 6 quarters since. The position peaked at $872K in Q1 2026. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Sequoia Financial Advisors held 9,254 shares of iShares US Financial Services ETF worth $837K as of Q2 2026.
  • Sequoia Financial Advisors sold 1,277 iShares US Financial Services ETF shares in Q2 2026, an estimated $112K.
  • iShares US Financial Services ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1032 holding.
  • Sequoia Financial Advisors first reported a position in iShares US Financial Services ETF in Q1 2025 and has held it in 6 quarters since.
  • Sequoia Financial Advisors's iShares US Financial Services ETF position peaked at $872K in Q1 2026.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.