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Steward Partners Investment Advisory’s iShares US Financial Services ETF IYG Stock Holding History

Steward Partners Investment Advisory’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 		$1.95M Buy
23,489
+19,391
+473% +$1.7M 0.01% 864
2025
Q4 		$378K Buy
4,098
+21
+0.5% +$1.87K ﹤0.01% 1581
2025
Q3 		$365K Buy
4,077
+69
+2% +$6.07K ﹤0.01% 1542
2025
Q2 		$343K Buy
4,008
+1,243
+45% +$98.6K ﹤0.01% 1491
2025
Q1 		$217K Sell
2,765
-7,562
-73% -$609K ﹤0.01% 1603
2024
Q4 		$804K Buy
10,327
+3
+0% +$231 0.01% 953
2024
Q3 		$733K Buy
10,324
+1,644
+19% +$113K 0.01% 962
2024
Q2 		$566K Sell
8,680
-344
-4% -$22.3K 0.01% 1012
2024
Q1 		$598K Buy
9,024
+285
+3% +$17.7K 0.01% 981
2023
Q4 		$522K Sell
8,739
-147
-2% -$7.91K 0.01% 980
2023
Q3 		$458K Buy
8,886
+66
+0.7% +$3.57K 0.01% 954
2023
Q2 		$464K Buy
8,820
+258
+3% +$13.1K 0.01% 965
2023
Q1 		$431K Buy
8,562
+216
+3% +$11.8K 0.01% 984
2022
Q4 		$438K Buy
8,346
+978
+13% +$51.3K 0.01% 956
2022
Q3 		$347K Buy
7,368
+63
+0.9% +$3.31K 0.01% 985
2022
Q2 		$361K Sell
7,305
-96
-1% -$5.21K 0.01% 961
2022
Q1 		$445K Sell
7,401
-18,231
-71% -$1.15M 0.01% 965
2021
Q4 		$1.65M Buy
25,632
+309
+1% +$20.1K 0.03% 544
2021
Q3 		$1.59M Buy
25,323
+534
+2% +$33.5K 0.03% 515
2021
Q2 		$1.53M Buy
24,789
+3,786
+18% +$231K 0.03% 527
2021
Q1 		$1.2M Sell
21,003
-40,509
-66% -$2.19M 0.02% 582
2020
Q4 		$3.08M Sell
61,512
-31,431
-34% -$1.42M 0.07% 284
2020
Q3 		$3.78M Buy
92,943
+2,226
+2% +$91.8K 0.1% 225
2020
Q2 		$3.61M Buy
90,717
+31,389
+53% +$1.21M 0.1% 210
2020
Q1 		$2.03M Buy
59,328
+2,277
+4% +$104K 0.07% 255
2019
Q4 		$2.89M Buy
57,051
+270
+0.5% +$13K 0.09% 239
2019
Q3 		$2.58M Sell
56,781
-15,891
-22% -$716K 0.09% 237
2019
Q2 		$3.24M Sell
72,672
-5,199
-7% -$228K 0.12% 185
2019
Q1 		$3.24M Buy
77,871
+195
+0.3% +$8.08K 0.14% 158
2018
Q4 		$2.91M Buy
77,676
+1,770
+2% +$73K 0.14% 164
2018
Q3 		$3.37M Buy
75,906
+3,948
+5% +$179K 0.16% 143
2018
Q2 		$3.11M Buy
71,958
+27,345
+61% +$1.21M 0.19% 126
2018
Q1 		$1.95M Buy
44,613
+21,696
+95% +$985K 0.13% 175
2017
Q4 		$996K Buy
22,917
+12,471
+119% +$520K 0.08% 230
2017
Q3 		$417K Buy
10,446
+10,056
+2,578% +$385K 0.04% 328
2017
Q2 		$14K Hold
390
– – ﹤0.01% 966
2017
Q1 		$14K Buy
+390
New +$14.3K ﹤0.01% 853

Other funds holding IYG

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Steward Partners Investment Advisory's IYG Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its iShares US Financial Services ETF (IYG) stake by 473% in Q1 2026, buying an estimated $1.7M and bringing the position to 23,489 shares worth $1.95M. The position accounts for 0.01% of the portfolio, ranked #864.

Steward Partners Investment Advisory first reported a position in IYG in Q1 2017 and has held it in 37 quarters since. The position peaked at $3.78M in Q3 2020. 264 funds tracked by Wall St. Rank hold IYG as of Q1 2026.

  • Steward Partners Investment Advisory held 23,489 shares of iShares US Financial Services ETF worth $1.95M as of Q1 2026.
  • Steward Partners Investment Advisory bought 19,391 iShares US Financial Services ETF shares in Q1 2026, an estimated $1.7M.
  • iShares US Financial Services ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #864 holding.
  • Steward Partners Investment Advisory first reported a position in iShares US Financial Services ETF in Q1 2017 and has held it in 37 quarters since.
  • Steward Partners Investment Advisory's iShares US Financial Services ETF position peaked at $3.78M in Q3 2020.
  • 264 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.