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TD Private Client Wealth’s iShares US Financial Services ETF IYG Stock Holding History

TD Private Client Wealth’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 		$68.2K Buy
754
+69
+10% +$6.05K ﹤0.01% 834
2026
Q1 		$56.7K Buy
685
+25
+4% +$2.19K ﹤0.01% 854
2025
Q4 		$60.9K Sell
660
-32
-5% -$2.86K ﹤0.01% 851
2025
Q3 		$62K Sell
692
-132
-16% -$11.6K ﹤0.01% 821
2025
Q2 		$70.5K Sell
824
-1,234
-60% -$97.9K ﹤0.01% 794
2025
Q1 		$162K Hold
2,058
– – ﹤0.01% 645
2024
Q4 		$160K Sell
2,058
-15
-0.7% -$1.16K ﹤0.01% 646
2024
Q3 		$147K Sell
2,073
-49
-2% -$3.37K ﹤0.01% 666
2024
Q2 		$138K Buy
2,122
+138
+7% +$8.96K ﹤0.01% 639
2024
Q1 		$132K Buy
1,984
+877
+79% +$54.5K ﹤0.01% 646
2023
Q4 		$66.1K Sell
1,107
-831
-43% -$44.7K ﹤0.01% 771
2023
Q3 		$99.9K Sell
1,938
-24
-1% -$1.3K ﹤0.01% 652
2023
Q2 		$103K Buy
1,962
+273
+16% +$13.8K ﹤0.01% 655
2023
Q1 		$85K Sell
1,689
-486
-22% -$26.5K ﹤0.01% 672
2022
Q4 		$114K Hold
2,175
– – 0.01% 612
2022
Q3 		$102K Hold
2,175
– – 0.01% 611
2022
Q2 		$107K Buy
2,175
+651
+43% +$35.3K 0.01% 600
2022
Q1 		$91.6K Buy
+1,524
New +$96.1K ﹤0.01% 650

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

TD Private Client Wealth's IYG Position: Q2 2026 in Review

TD Private Client Wealth increased its iShares US Financial Services ETF (IYG) stake by 10% in Q2 2026, buying an estimated $6.05K and bringing the position to 754 shares worth $68.2K. The position accounts for ﹤0.01% of the portfolio, ranked #834.

TD Private Client Wealth first reported a position in IYG in Q1 2022 and has held it in 18 quarters since. The position peaked at $162K in Q1 2025. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • TD Private Client Wealth held 754 shares of iShares US Financial Services ETF worth $68.2K as of Q2 2026.
  • TD Private Client Wealth bought 69 iShares US Financial Services ETF shares in Q2 2026, an estimated $6.05K.
  • iShares US Financial Services ETF made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #834 holding.
  • TD Private Client Wealth first reported a position in iShares US Financial Services ETF in Q1 2022 and has held it in 18 quarters since.
  • TD Private Client Wealth's iShares US Financial Services ETF position peaked at $162K in Q1 2025.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.