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Stratos Wealth Partners’s iShares US Financial Services ETF IYG Stock Holding History

Stratos Wealth Partners’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
Q1 		– Sell
-4,932
Closed -$384K – 1441
2024
Q4 		$384K Sell
4,932
-155
-3% -$12K 0.01% 1039
2024
Q3 		$361K Buy
+5,087
New +$350K 0.01% 1062
2022
Q2 		– Sell
-3,468
Closed -$208K – 1246
2022
Q1 		$208K Buy
3,468
+147
+4% +$9.27K ﹤0.01% 1155
2021
Q4 		$214K Buy
3,321
+66
+2% +$4.3K ﹤0.01% 1141
2021
Q3 		$204K Sell
3,255
-192
-6% -$12K 0.01% 1100
2021
Q2 		$213K Sell
3,447
-234
-6% -$14.3K 0.01% 1096
2021
Q1 		$210K Buy
+3,681
New +$199K 0.01% 1024
2020
Q4 		– Sell
-6,192
Closed -$252K – 1097
2020
Q3 		$252K Buy
+6,192
New +$255K 0.01% 848
2020
Q1 		– Sell
-16,908
Closed -$856K – 982
2019
Q4 		$856K Sell
16,908
-891
-5% -$42.8K 0.03% 437
2019
Q3 		$809K Sell
17,799
-987
-5% -$44.5K 0.04% 428
2019
Q2 		$838K Buy
18,786
+651
+4% +$28.5K 0.04% 418
2019
Q1 		$755K Sell
18,135
-555
-3% -$23K 0.03% 437
2018
Q4 		$699K Sell
18,690
-2,550
-12% -$105K 0.04% 415
2018
Q3 		$944K Buy
21,240
+519
+3% +$23.5K 0.04% 347
2018
Q2 		$895K Buy
20,721
+531
+3% +$23.5K 0.04% 387
2018
Q1 		$882K Sell
20,190
-12
-0.1% -$545 0.04% 393
2017
Q4 		$878K Buy
20,202
+1,407
+7% +$58.7K 0.04% 376
2017
Q3 		$751K Sell
18,795
-867
-4% -$33.2K 0.04% 395
2017
Q2 		$743K Buy
19,662
+2,067
+12% +$75.1K 0.04% 354
2017
Q1 		$640K Buy
17,595
+1,323
+8% +$48.5K 0.04% 365
2016
Q4 		$576K Buy
16,272
+2,277
+16% +$74.2K 0.04% 350
2016
Q3 		$409K Buy
+13,995
New +$403K 0.03% 402
2016
Q2 		– Sell
-12,309
Closed -$333K – 651
2016
Q1 		$333K Sell
12,309
-714
-5% -$18.9K 0.03% 388
2015
Q4 		$391K Buy
13,023
+2,235
+21% +$67.8K 0.03% 359
2015
Q3 		$307K Buy
+10,788
New +$331K 0.04% 367

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stratos Wealth Partners's IYG Position: Q1 2025 in Review

Stratos Wealth Partners sold out of iShares US Financial Services ETF (IYG) in Q1 2025, closing a stake of 4,932 shares — an estimated $384K sold.

Stratos Wealth Partners first reported a position in IYG in Q3 2015 and held it in 25 quarters. The position peaked at $944K in Q3 2018. 253 funds tracked by Wall St. Rank hold IYG as of Q1 2025.

  • Stratos Wealth Partners reported no remaining iShares US Financial Services ETF position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 4,932 iShares US Financial Services ETF shares in Q1 2025, an estimated $384K.
  • Stratos Wealth Partners first reported a position in iShares US Financial Services ETF in Q3 2015 and held it in 25 quarters.
  • Stratos Wealth Partners's iShares US Financial Services ETF position peaked at $944K in Q3 2018.
  • 253 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2025.

Based on Stratos Wealth Partners's 13F filing for Q1 2025, filed 30 Apr 2025.