Stifel Financial
IYG icon

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

Stifel Financial’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 		$8.76M Sell
96,853
-398
-0.4% -$34.9K 0.01% 1090
2026
Q1 		$8.06M Sell
97,251
-5,569
-5% -$489K 0.01% 1067
2025
Q4 		$9.48M Sell
102,820
-1,705
-2% -$152K 0.01% 984
2025
Q3 		$9.37M Buy
104,525
+347
+0.3% +$30.5K 0.01% 978
2025
Q2 		$8.92M Buy
104,178
+3,583
+4% +$284K 0.01% 942
2025
Q1 		$7.9M Buy
100,595
+186
+0.2% +$15K 0.01% 962
2024
Q4 		$7.81M Buy
100,409
+10,813
+12% +$834K 0.01% 970
2024
Q3 		$6.36M Buy
89,596
+221
+0.2% +$15.2K 0.01% 1068
2024
Q2 		$5.83M Buy
89,375
+523
+0.6% +$34K 0.01% 1056
2024
Q1 		$5.89M Sell
88,852
-2,114
-2% -$131K 0.01% 1050
2023
Q4 		$5.43M Sell
90,966
-1,086
-1% -$58.5K 0.01% 1062
2023
Q3 		$4.75M Sell
92,052
-2,424
-3% -$131K 0.01% 1053
2023
Q2 		$4.98M Buy
94,476
+9,231
+11% +$468K 0.01% 1042
2023
Q1 		$4.29M Buy
85,245
+12,249
+17% +$668K 0.01% 1107
2022
Q4 		$3.83M Sell
72,996
-8,634
-11% -$452K 0.01% 1126
2022
Q3 		$3.84M Buy
81,630
+7,164
+10% +$376K 0.01% 1069
2022
Q2 		$3.68M Sell
74,466
-36,903
-33% -$2M 0.01% 1125
2022
Q1 		$6.7M Sell
111,369
-121,389
-52% -$7.65M 0.01% 906
2021
Q4 		$15M Sell
232,758
-14,016
-6% -$914K 0.02% 587
2021
Q3 		$15.5M Buy
246,774
+28,449
+13% +$1.79M 0.02% 556
2021
Q2 		$13.5M Buy
218,325
+137,322
+170% +$8.39M 0.02% 604
2021
Q1 		$4.63M Buy
81,003
+8,625
+12% +$467K 0.01% 1003
2020
Q4 		$3.62M Sell
72,378
-50,076
-41% -$2.26M 0.01% 1037
2020
Q3 		$4.98M Buy
122,454
+7,059
+6% +$291K 0.01% 765
2020
Q2 		$4.59M Buy
115,395
+62,265
+117% +$2.39M 0.01% 760
2020
Q1 		$1.81M Sell
53,130
-58,647
-52% -$2.68M 0.01% 1087
2019
Q4 		$5.65M Buy
111,777
+10,782
+11% +$518K 0.01% 838
2019
Q3 		$4.6M Sell
100,995
-19,866
-16% -$895K 0.01% 866
2019
Q2 		$5.39M Buy
120,861
+14,598
+14% +$639K 0.01% 835
2019
Q1 		$4.4M Buy
106,263
+3,144
+3% +$130K 0.01% 860
2018
Q4 		$3.85M Sell
103,119
-8,112
-7% -$335K 0.01% 881
2018
Q3 		$4.94M Buy
111,231
+5,817
+6% +$263K 0.01% 850
2018
Q2 		$4.55M Buy
105,414
+5,637
+6% +$250K 0.01% 860
2018
Q1 		$4.36M Buy
99,777
+27,126
+37% +$1.23M 0.01% 844
2017
Q4 		$3.16M Buy
72,651
+5,121
+8% +$214K 0.01% 956
2017
Q3 		$2.7M Buy
67,530
+5,250
+8% +$201K 0.01% 988
2017
Q2 		$2.36M Buy
62,280
+15,480
+33% +$563K 0.01% 1023
2017
Q1 		$1.7M Buy
46,800
+22,377
+92% +$821K 0.01% 1154
2016
Q4 		$867K Buy
+24,423
New +$796K ﹤0.01% 1467
2015
Q4 		– Sell
-7,740
Closed -$221K – 2367
2015
Q3 		$221K Buy
+7,740
New +$237K ﹤0.01% 1971

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

Stifel Financial's IYG Position: Q2 2026 in Review

Stifel Financial reduced its iShares US Financial Services ETF (IYG) stake by 0.41% in Q2 2026, selling an estimated $34.9K and leaving 96,853 shares worth $8.76M. The position accounts for 0.01% of the portfolio, ranked #1090.

Stifel Financial first reported a position in IYG in Q3 2015 and has held it in 40 quarters since. The position peaked at $15.5M in Q3 2021. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Stifel Financial held 96,853 shares of iShares US Financial Services ETF worth $8.76M as of Q2 2026.
  • Stifel Financial sold 398 iShares US Financial Services ETF shares in Q2 2026, an estimated $34.9K.
  • iShares US Financial Services ETF made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #1090 holding.
  • Stifel Financial first reported a position in iShares US Financial Services ETF in Q3 2015 and has held it in 40 quarters since.
  • Stifel Financial's iShares US Financial Services ETF position peaked at $15.5M in Q3 2021.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.