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

Southern Capital 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 Q1	–	Sell	-64,529	Closed	-$5.95M	–	87
2025 Q4	$5.95M	Sell	64,529 -826	-1%	-$73.7K	2.75%	8
2025 Q3	$5.86M	Buy	65,355 +2,195	+3%	+$193K	2.75%	8
2025 Q2	$5.41M	Buy	63,160 +2,554	+4%	+$203K	2.77%	8
2025 Q1	$4.76M	Buy	60,606 +1,643	+3%	+$132K	2.64%	8
2024 Q4	$4.59M	Buy	58,963 +7,724	+15%	+$596K	2.54%	10
2024 Q3	$3.64M	Buy	51,239 +3,917	+8%	+$269K	2.05%	14
2024 Q2	$3.09M	Buy	47,322 +1,155	+3%	+$75K	1.9%	16
2024 Q1	$3.06M	Sell	46,167 -9,015	-16%	-$560K	1.86%	16
2023 Q4	$3.3M	Buy	+55,182	New	+$2.97M	2.34%	12
2023 Q2	–	Sell	-23,691	Closed	-$1.19M	–	77
2023 Q1	$1.19M	Sell	23,691 -6,285	-21%	-$343K	0.88%	27
2022 Q4	$1.57M	Buy	+29,976	New	+$1.57M	1.22%	23

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Southern Capital Advisors's IYG Position: Q1 2026 in Review

Southern Capital Advisors sold out of iShares US Financial Services ETF (IYG) in Q1 2026, closing a stake of 64,529 shares — an estimated $5.95M sold.

Southern Capital Advisors first reported a position in IYG in Q4 2022 and held it in 11 quarters. The position peaked at $5.95M in Q4 2025. 265 funds tracked by Wall St. Rank hold IYG as of Q1 2026.

Southern Capital Advisors reported no remaining iShares US Financial Services ETF position as of Q1 2026 after selling out during the quarter.
Southern Capital Advisors sold 64,529 iShares US Financial Services ETF shares in Q1 2026, an estimated $5.95M.
Southern Capital Advisors first reported a position in iShares US Financial Services ETF in Q4 2022 and held it in 11 quarters.
Southern Capital Advisors's iShares US Financial Services ETF position peaked at $5.95M in Q4 2025.
265 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2026.

Based on Southern Capital Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.