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

Sowell Financial Services’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 		– Sell
-2,727
Closed -$226K – 1194
2026
Q1 		$226K Sell
2,727
-148
-5% -$13K 0.01% 968
2025
Q4 		$265K Buy
2,875
+34
+1% +$3.04K 0.01% 880
2025
Q3 		$255K Buy
2,841
+3
+0.1% +$264 0.01% 883
2025
Q2 		$243K Sell
2,838
-1,752
-38% -$139K 0.01% 877
2025
Q1 		$361K Buy
+4,590
New +$370K 0.02% 689
2021
Q2 		– Sell
-3,219
Closed -$201K – 1643
2021
Q1 		$201K Sell
3,219
-6,540
-67% -$354K 0.01% 1048
2020
Q4 		$488K Sell
9,759
-1,152
-11% -$52K 0.02% 533
2020
Q3 		$444K Buy
10,911
+2,169
+25% +$89.5K 0.02% 498
2020
Q2 		$348K Buy
8,742
+7,692
+733% +$296K 0.02% 554
2020
Q1 		$36K Sell
1,050
-1,200
-53% -$54.8K ﹤0.01% 1159
2019
Q4 		$114K Sell
2,250
-552
-20% -$26.5K 0.01% 879
2019
Q3 		$127K Buy
+2,802
New +$126K 0.01% 768

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

Sowell Financial Services's IYG Position: Q2 2026 in Review

Sowell Financial Services sold out of iShares US Financial Services ETF (IYG) in Q2 2026, closing a stake of 2,727 shares — an estimated $226K sold.

Sowell Financial Services first reported a position in IYG in Q3 2019 and held it in 12 quarters. The position peaked at $488K in Q4 2020. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Sowell Financial Services reported no remaining iShares US Financial Services ETF position as of Q2 2026 after selling out during the quarter.
  • Sowell Financial Services sold 2,727 iShares US Financial Services ETF shares in Q2 2026, an estimated $226K.
  • Sowell Financial Services first reported a position in iShares US Financial Services ETF in Q3 2019 and held it in 12 quarters.
  • Sowell Financial Services's iShares US Financial Services ETF position peaked at $488K in Q4 2020.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.