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

Stephens 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
2026
Q2 		$1.65M Buy
18,260
+1
+0% +$88 0.02% 540
2026
Q1 		$1.51M Hold
18,259
– – 0.02% 542
2025
Q4 		$1.68M Sell
18,259
-100
-0.5% -$8.93K 0.02% 516
2025
Q3 		$1.65M Sell
18,359
-564
-3% -$49.6K 0.02% 526
2025
Q2 		$1.62M Sell
18,923
-12
-0.1% -$952 0.02% 510
2025
Q1 		$1.49M Hold
18,935
– – 0.02% 534
2024
Q4 		$1.47M Sell
18,935
-240
-1% -$18.5K 0.02% 512
2024
Q3 		$1.36M Sell
19,175
-1,454
-7% -$99.9K 0.02% 529
2024
Q2 		$1.35M Buy
20,629
+465
+2% +$30.2K 0.02% 513
2024
Q1 		$1.34M Sell
20,164
-308
-2% -$19.1K 0.02% 509
2023
Q4 		$1.22M Sell
20,472
-2,676
-12% -$144K 0.02% 492
2023
Q3 		$1.19M Sell
23,148
-30
-0.1% -$1.62K 0.02% 482
2023
Q2 		$1.22M Sell
23,178
-993
-4% -$50.3K 0.02% 496
2023
Q1 		$1.22M Sell
24,171
-1,500
-6% -$81.8K 0.02% 490
2022
Q4 		$1.35M Sell
25,671
-807
-3% -$42.3K 0.03% 456
2022
Q3 		$1.25M Sell
26,478
-21
-0.1% -$1.1K 0.03% 474
2022
Q2 		$1.31M Sell
26,499
-10,140
-28% -$550K 0.03% 462
2022
Q1 		$2.2M Sell
36,639
-34,353
-48% -$2.17M 0.04% 407
2021
Q4 		$4.57M Sell
70,992
-27,639
-28% -$1.8M 0.07% 286
2021
Q3 		$6.19M Buy
98,631
+1,716
+2% +$108K 0.1% 225
2021
Q2 		$5.98M Buy
96,915
+15,987
+20% +$977K 0.09% 241
2021
Q1 		$4.62M Sell
80,928
-2,511
-3% -$136K 0.08% 260
2020
Q4 		$4.17M Sell
83,439
-1,170
-1% -$52.8K 0.07% 271
2020
Q3 		$3.44M Buy
84,609
+189
+0.2% +$7.79K 0.07% 277
2020
Q2 		$3.36M Sell
84,420
-2,352
-3% -$90.4K 0.07% 267
2020
Q1 		$2.97M Sell
86,772
-63,999
-42% -$2.92M 0.08% 261
2019
Q4 		$7.63M Buy
150,771
+1,533
+1% +$73.6K 0.16% 152
2019
Q3 		$6.79M Buy
149,238
+66,519
+80% +$3M 0.15% 156
2019
Q2 		$3.69M Sell
82,719
-45,885
-36% -$2.01M 0.08% 266
2019
Q1 		$5.35M Sell
128,604
-18,099
-12% -$750K 0.13% 186
2018
Q4 		$5.49M Sell
146,703
-14,955
-9% -$617K 0.16% 148
2018
Q3 		$7.18M Sell
161,658
-2,055
-1% -$93K 0.18% 136
2018
Q2 		$7.07M Buy
163,713
+456
+0.3% +$20.2K 0.21% 114
2018
Q1 		$7.13M Sell
163,257
-273
-0.2% -$12.4K 0.27% 91
2017
Q4 		$7.11M Sell
163,530
-459
-0.3% -$19.1K 0.27% 95
2017
Q3 		$6.55M Buy
163,989
+17,949
+12% +$687K 0.24% 97
2017
Q2 		$5.52M Buy
146,040
+3,885
+3% +$141K 0.19% 119
2017
Q1 		$5.17M Buy
142,155
+44,925
+46% +$1.65M 0.19% 124
2016
Q4 		$3.44M Sell
97,230
-969
-1% -$31.6K 0.14% 161
2016
Q3 		$2.87M Buy
98,199
+2,055
+2% +$59.2K 0.13% 183
2016
Q2 		$2.58M Buy
96,144
+1,401
+1% +$39.1K 0.12% 191
2016
Q1 		$2.56M Sell
94,743
-9,342
-9% -$247K 0.13% 179
2015
Q4 		$3.12M Sell
104,085
-678
-0.6% -$20.6K 0.16% 140
2015
Q3 		$2.98M Buy
104,763
+636
+0.6% +$19.5K 0.16% 139
2015
Q2 		$3.26M Buy
104,127
+3,654
+4% +$113K 0.15% 153
2015
Q1 		$3M Buy
100,473
+318
+0.3% +$9.41K 0.14% 180
2014
Q4 		$3.07M Buy
100,155
+201
+0.2% +$5.92K 0.15% 158
2014
Q3 		$2.87M Buy
99,954
+23,742
+31% +$674K 0.14% 175
2014
Q2 		$2.15M Buy
76,212
+267
+0.4% +$7.33K 0.11% 206
2014
Q1 		$2.15M Buy
75,945
+2,421
+3% +$67.2K 0.12% 198
2013
Q4 		$2.05M Buy
73,524
+7,044
+11% +$185K 0.1% 207
2013
Q3 		$1.64M Buy
66,480
+9,144
+16% +$229K 0.09% 222
2013
Q2 		$1.37M Buy
+57,336
New +$1.32M 0.08% 232

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

Stephens Inc's IYG Position: Q2 2026 in Review

Stephens Inc increased its iShares US Financial Services ETF (IYG) stake by 0.01% in Q2 2026, buying an estimated $88 and bringing the position to 18,260 shares worth $1.65M. The position accounts for 0.02% of the portfolio, ranked #540.

Stephens Inc first reported a position in IYG in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.63M in Q4 2019. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Stephens Inc held 18,260 shares of iShares US Financial Services ETF worth $1.65M as of Q2 2026.
  • Stephens Inc bought 1 iShares US Financial Services ETF share in Q2 2026, an estimated $88.
  • iShares US Financial Services ETF made up 0.02% of Stephens Inc's portfolio in Q2 2026, its #540 holding.
  • Stephens Inc first reported a position in iShares US Financial Services ETF in Q2 2013 and has held it in 53 quarters since.
  • Stephens Inc's iShares US Financial Services ETF position peaked at $7.63M in Q4 2019.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.