Thurston Springer Miller Herd & Titak’s iShares US Financial Services ETF IYG Stock Holding History

Thurston Springer Miller Herd & Titak’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 Q3	–	Sell	-534	Closed	-$45.7K	–	973
2025 Q2	$45.7K	Hold	534	–	–	0.01%	699
2025 Q1	$41.9K	Hold	534	–	–	0.01%	674
2024 Q4	$41.5K	Hold	534	–	–	0.01%	568
2024 Q3	$37.9K	Buy	+534	New	+$36.7K	0.01%	635

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's IYG Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of iShares US Financial Services ETF (IYG) in Q3 2025, closing a stake of 534 shares — an estimated $45.7K sold.

Thurston Springer Miller Herd & Titak first reported a position in IYG in Q3 2024 and held it in 4 quarters. The position peaked at $45.7K in Q2 2025. 252 funds tracked by Wall St. Rank hold IYG as of Q3 2025.

Thurston Springer Miller Herd & Titak reported no remaining iShares US Financial Services ETF position as of Q3 2025 after selling out during the quarter.
Thurston Springer Miller Herd & Titak sold 534 iShares US Financial Services ETF shares in Q3 2025, an estimated $45.7K.
Thurston Springer Miller Herd & Titak first reported a position in iShares US Financial Services ETF in Q3 2024 and held it in 4 quarters.
Thurston Springer Miller Herd & Titak's iShares US Financial Services ETF position peaked at $45.7K in Q2 2025.
252 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.