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StoneX Group’s iShares US Financial Services ETF IYG Stock Holding History

StoneX Group’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 		$475K Sell
5,253
-881
-14% -$77.3K 0.02% 593
2026
Q1 		$508K Sell
6,134
-609
-9% -$53.4K 0.03% 415
2025
Q4 		$622K Buy
6,743
+1,866
+38% +$167K 0.03% 470
2025
Q3 		$437K Buy
+4,877
New +$429K 0.02% 581

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

StoneX Group's IYG Position: Q2 2026 in Review

StoneX Group reduced its iShares US Financial Services ETF (IYG) stake by 14% in Q2 2026, selling an estimated $77.3K and leaving 5,253 shares worth $475K. The position accounts for 0.02% of the portfolio, ranked #593.

StoneX Group first reported a position in IYG in Q3 2025 and has held it in 4 quarters since. The position peaked at $622K in Q4 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • StoneX Group held 5,253 shares of iShares US Financial Services ETF worth $475K as of Q2 2026.
  • StoneX Group sold 881 iShares US Financial Services ETF shares in Q2 2026, an estimated $77.3K.
  • iShares US Financial Services ETF made up 0.02% of StoneX Group's portfolio in Q2 2026, its #593 holding.
  • StoneX Group first reported a position in iShares US Financial Services ETF in Q3 2025 and has held it in 4 quarters since.
  • StoneX Group's iShares US Financial Services ETF position peaked at $622K in Q4 2025.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.