S
IYG icon

SignatureFD’s iShares US Financial Services ETF IYG Stock Holding History

SignatureFD’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
2025
Q4 		– Sell
-967
Closed -$86.7K – 3477
2025
Q3 		$86.7K Sell
967
-22
-2% -$1.93K ﹤0.01% 1367
2025
Q2 		$84.7K Sell
989
-29
-3% -$2.3K ﹤0.01% 1313
2025
Q1 		$80K Hold
1,018
– – ﹤0.01% 1323
2024
Q4 		$79.2K Hold
1,018
– – ﹤0.01% 1350
2024
Q3 		$72.3K Sell
1,018
-36
-3% -$2.47K ﹤0.01% 1388
2024
Q2 		$68.7K Buy
1,054
+3
+0.3% +$195 ﹤0.01% 1357
2024
Q1 		$69.7K Buy
1,051
+1
+0.1% +$62 ﹤0.01% 1379
2023
Q4 		$62.8K Buy
1,050
+9
+0.9% +$485 ﹤0.01% 1357
2023
Q3 		$53.7K Buy
1,041
+42
+4% +$2.27K ﹤0.01% 1352
2023
Q2 		$52.6K Buy
999
+15
+2% +$760 ﹤0.01% 1396
2023
Q1 		$49.5K Sell
984
-51
-5% -$2.78K ﹤0.01% 1397
2022
Q4 		$54.3K Buy
1,035
+6
+0.6% +$314 ﹤0.01% 1322
2022
Q3 		$48K Buy
1,029
+6
+0.6% +$315 ﹤0.01% 1287
2022
Q2 		$51K Sell
1,023
-756
-42% -$41K ﹤0.01% 1286
2022
Q1 		$107K Sell
1,779
-171
-9% -$10.8K ﹤0.01% 1002
2021
Q4 		$126K Buy
1,950
+846
+77% +$55.2K ﹤0.01% 912
2021
Q3 		$69K Buy
1,104
+3
+0.3% +$188 ﹤0.01% 1142
2021
Q2 		$68K Buy
1,101
+81
+8% +$4.95K ﹤0.01% 1124
2021
Q1 		$58K Buy
1,020
+51
+5% +$2.76K ﹤0.01% 1121
2020
Q4 		$49K Buy
969
+3
+0.3% +$135 ﹤0.01% 1085
2020
Q3 		$39K Sell
966
-21
-2% -$866 ﹤0.01% 1088
2020
Q2 		$39K Buy
987
+354
+56% +$13.6K ﹤0.01% 1053
2020
Q1 		$22K Sell
633
-18
-3% -$821 ﹤0.01% 1196
2019
Q4 		$33K Buy
651
+18
+3% +$865 ﹤0.01% 1114
2019
Q3 		$29K Buy
633
+600
+1,818% +$27K ﹤0.01% 1106
2019
Q2 		$1K Buy
+33
New +$1.45K ﹤0.01% 1893

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SignatureFD's IYG Position: Q4 2025 in Review

SignatureFD sold out of iShares US Financial Services ETF (IYG) in Q4 2025, closing a stake of 967 shares — an estimated $86.7K sold.

SignatureFD first reported a position in IYG in Q2 2019 and held it in 26 quarters. The position peaked at $126K in Q4 2021. 261 funds tracked by Wall St. Rank hold IYG as of Q4 2025.

  • SignatureFD reported no remaining iShares US Financial Services ETF position as of Q4 2025 after selling out during the quarter.
  • SignatureFD sold 967 iShares US Financial Services ETF shares in Q4 2025, an estimated $86.7K.
  • SignatureFD first reported a position in iShares US Financial Services ETF in Q2 2019 and held it in 26 quarters.
  • SignatureFD's iShares US Financial Services ETF position peaked at $126K in Q4 2021.
  • 261 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2025.

Based on SignatureFD's 13F filing for Q4 2025, filed 20 Jan 2026.