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SPC Financial Inc’s iShares US Financial Services ETF IYG Stock Holding History

SPC Financial Inc’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
Q3 		$202K Buy
+2,250
New +$198K 0.02% 271
2024
Q3 		– Sell
-3,450
Closed -$225K – 257
2024
Q2 		$225K Hold
3,450
– – 0.02% 232
2024
Q1 		$229K Hold
3,450
– – 0.02% 219
2023
Q4 		$206K Sell
3,450
-1,200
-26% -$64.6K 0.02% 220
2023
Q3 		$240K Sell
4,650
-576
-11% -$31.2K 0.03% 196
2023
Q2 		$275K Sell
5,226
-18
-0.3% -$912 0.03% 187
2023
Q1 		$264K Hold
5,244
– – 0.03% 182
2022
Q4 		$275K Hold
5,244
– – 0.03% 166
2022
Q3 		$247K Sell
5,244
-1,029
-16% -$54K 0.03% 166
2022
Q2 		$310K Sell
6,273
-3,729
-37% -$202K 0.04% 160
2022
Q1 		$601K Sell
10,002
-302,589
-97% -$19.1M 0.07% 114
2021
Q4 		$20.1M Buy
312,591
+2,967
+1% +$193K 2.24% 15
2021
Q3 		$19.4M Buy
309,624
+3,222
+1% +$202K 2.41% 15
2021
Q2 		$18.9M Buy
+306,402
New +$18.7M 2.3% 14
2015
Q1 		– Sell
-279,288
Closed -$8.55M – 119
2014
Q4 		$8.55M Buy
279,288
+1,296
+0.5% +$38.2K 2.49% 6
2014
Q3 		$7.98M Buy
277,992
+546
+0.2% +$15.5K 2.31% 8
2014
Q2 		$7.81M Sell
277,446
-879
-0.3% -$24.1K 2.18% 9
2014
Q1 		$7.88M Buy
278,325
+975
+0.4% +$27.1K 2.39% 7
2013
Q4 		$7.74M Buy
277,350
+37,275
+16% +$980K 2.42% 8
2013
Q3 		$5.93M Buy
+240,075
New +$6.01M 2.11% 13

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

SPC Financial Inc's IYG Position: Q3 2025 in Review

SPC Financial Inc opened a new position in iShares US Financial Services ETF (IYG) in Q3 2025: 2,250 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #271 among its holdings. This is a return to the name: SPC Financial Inc previously reported a position in IYG as recently as Q2 2024.

SPC Financial Inc first reported a position in IYG in Q3 2013 and has held it in 20 quarters since. The position peaked at $20.1M in Q4 2021. 252 funds tracked by Wall St. Rank hold IYG as of Q3 2025.

  • SPC Financial Inc held 2,250 shares of iShares US Financial Services ETF worth $202K as of Q3 2025.
  • iShares US Financial Services ETF was a new SPC Financial Inc position in Q3 2025.
  • iShares US Financial Services ETF made up 0.02% of SPC Financial Inc's portfolio in Q3 2025, its #271 holding.
  • SPC Financial Inc first reported a position in iShares US Financial Services ETF in Q3 2013 and has held it in 20 quarters since.
  • SPC Financial Inc's iShares US Financial Services ETF position peaked at $20.1M in Q4 2021.
  • 252 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.