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The Family Firm’s iShares US Financial Services ETF IYG Stock Holding History

The Family Firm’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
Q2 		$2.68M Sell
31,367
-531
-2% -$42.1K 0.65% 37
2025
Q1 		$2.51M Sell
31,898
-135
-0.4% -$10.9K 0.56% 38
2024
Q4 		$2.49M Sell
32,033
-2,706
-8% -$209K 0.55% 39
2024
Q3 		$2.47M Sell
34,739
-1,577
-4% -$108K 0.54% 40
2024
Q2 		$2.37M Sell
36,316
-1,524
-4% -$99K 0.53% 37
2024
Q1 		$2.51M Sell
37,840
-32
-0.1% -$1.99K 0.61% 34
2023
Q4 		$2.26M Sell
37,872
-1,383
-4% -$74.5K 0.58% 38
2023
Q3 		$2.02M Sell
39,255
-4,101
-9% -$222K 0.57% 40
2023
Q2 		$2.28M Buy
43,356
+3,936
+10% +$199K 0.6% 37
2023
Q1 		$1.98M Buy
39,420
+177
+0.5% +$9.66K 0.55% 40
2022
Q4 		$2.06M Sell
39,243
-561
-1% -$29.4K 0.6% 36
2022
Q3 		$1.87M Sell
39,804
-78
-0.2% -$4.09K 0.6% 37
2022
Q2 		$1.97M Sell
39,882
-699
-2% -$37.9K 0.58% 37
2022
Q1 		$2.44M Buy
40,581
+129
+0.3% +$8.13K 0.64% 33
2021
Q4 		$2.6M Buy
40,452
+111
+0.3% +$7.24K 0.67% 32
2021
Q3 		$2.71M Buy
40,341
+114
+0.3% +$7.15K 0.71% 31
2021
Q2 		$2.48M Sell
40,227
-447
-1% -$27.3K 0.68% 36
2021
Q1 		$2.32M Sell
40,674
-1,797
-4% -$97.2K 0.67% 33
2020
Q4 		$2.2M Buy
42,471
+1,008
+2% +$45.5K 0.65% 34
2020
Q3 		$1.69M Buy
41,463
+2,787
+7% +$115K 0.6% 38
2020
Q2 		$1.54M Buy
38,676
+1,956
+5% +$75.2K 0.58% 38
2020
Q1 		$1.26M Buy
36,720
+5,808
+19% +$265K 0.53% 40
2019
Q4 		$1.56M Buy
30,912
+75
+0.2% +$3.6K 0.53% 43
2019
Q3 		$1.4M Sell
30,837
-879
-3% -$39.6K 0.5% 42
2019
Q2 		$1.42M Buy
31,716
+2,112
+7% +$92.5K 0.5% 44
2019
Q1 		$1.23M Sell
29,604
-582
-2% -$24.1K 0.45% 45
2018
Q4 		$1.13M Buy
30,186
+2,835
+10% +$117K 0.45% 45
2018
Q3 		$1.22M Sell
27,351
-600
-2% -$27.1K 0.44% 46
2018
Q2 		$1.21M Sell
27,951
-1,041
-4% -$46.1K 0.45% 45
2018
Q1 		$1.27M Sell
28,992
-2,046
-7% -$92.9K 0.49% 43
2017
Q4 		$1.35M Sell
31,038
-1,455
-4% -$60.7K 0.54% 38
2017
Q3 		$1.3M Buy
32,493
+81
+0.2% +$3.1K 0.54% 39
2017
Q2 		$1.23M Sell
32,412
-507
-2% -$18.4K 0.54% 39
2017
Q1 		$1.2M Sell
32,919
-6,258
-16% -$230K 0.57% 38
2016
Q4 		$1.39M Buy
39,177
+462
+1% +$15.1K 0.65% 32
2016
Q3 		$1.13M Buy
38,715
+2,625
+7% +$75.6K 0.54% 41
2016
Q2 		$970K Buy
36,090
+2,937
+9% +$82K 0.48% 41
2016
Q1 		$897K Buy
33,153
+8,643
+35% +$228K 0.46% 47
2015
Q4 		$735K Buy
24,510
+1,401
+6% +$42.5K 0.39% 47
2015
Q3 		$658K Buy
23,109
+2,136
+10% +$65.5K 0.36% 49
2015
Q2 		$657K Buy
20,973
+6,834
+48% +$212K 0.34% 49
2015
Q1 		$422K Sell
14,139
-537
-4% -$15.9K 0.21% 67
2014
Q4 		$449K Buy
+14,676
New +$432K 0.23% 63

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

The Family Firm's IYG Position: Q2 2025 in Review

The Family Firm reduced its iShares US Financial Services ETF (IYG) stake by 1.7% in Q2 2025, selling an estimated $42.1K and leaving 31,367 shares worth $2.68M. The position accounts for 0.65% of the portfolio, ranked #37.

The Family Firm first reported a position in IYG in Q4 2014 and has held it in 43 quarters since. The position peaked at $2.71M in Q3 2021. 249 funds tracked by Wall St. Rank hold IYG as of Q2 2025.

  • The Family Firm held 31,367 shares of iShares US Financial Services ETF worth $2.68M as of Q2 2025.
  • The Family Firm sold 531 iShares US Financial Services ETF shares in Q2 2025, an estimated $42.1K.
  • iShares US Financial Services ETF made up 0.65% of The Family Firm's portfolio in Q2 2025, its #37 holding.
  • The Family Firm first reported a position in iShares US Financial Services ETF in Q4 2014 and has held it in 43 quarters since.
  • The Family Firm's iShares US Financial Services ETF position peaked at $2.71M in Q3 2021.
  • 249 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.