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TRUE Private Wealth Advisors’s iShares US Financial Services ETF IYG Stock Holding History

TRUE Private Wealth Advisors’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 		$562K Hold
6,207
– – 0.05% 165
2026
Q1 		$514K Hold
6,207
– – 0.05% 161
2025
Q4 		$573K Hold
6,207
– – 0.06% 145
2025
Q3 		$556K Hold
6,207
– – 0.06% 146
2025
Q2 		$531K Hold
6,207
– – 0.06% 140
2025
Q1 		$488K Hold
6,207
– – 0.06% 136
2024
Q4 		$483K Hold
6,207
– – 0.06% 138
2024
Q3 		$441K Hold
6,207
– – 0.05% 133
2024
Q2 		$405K Hold
6,207
– – 0.05% 186
2024
Q1 		$412K Sell
6,207
-1,017
-14% -$63.2K 0.05% 193
2023
Q4 		$432K Buy
7,224
+27
+0.4% +$1.45K 0.05% 172
2023
Q3 		$371K Buy
7,197
+243
+3% +$13.1K 0.05% 173
2023
Q2 		$366K Hold
6,954
– – 0.05% 156
2023
Q1 		$350K Buy
6,954
+1,137
+20% +$62K 0.05% 154
2022
Q4 		$305K Buy
5,817
+228
+4% +$11.9K 0.05% 161
2022
Q3 		$263K Buy
5,589
+615
+12% +$32.3K 0.04% 168
2022
Q2 		$245K Hold
4,974
– – 0.04% 189
2022
Q1 		$282K Hold
4,974
– – 0.04% 191
2021
Q4 		$320K Hold
4,974
– – 0.05% 198
2021
Q3 		$312K Hold
4,974
– – 0.05% 182
2021
Q2 		$307K Sell
4,974
-15
-0.3% -$916 0.05% 177
2021
Q1 		$285K Hold
4,989
– – 0.05% 183
2020
Q4 		$249K Sell
4,989
-9,213
-65% -$416K 0.04% 176
2020
Q3 		$577K Sell
14,202
-1,551
-10% -$64K 0.1% 108
2020
Q2 		$627K Buy
15,753
+13,152
+506% +$505K 0.11% 100
2020
Q1 		$89K Buy
+2,601
New +$119K 0.02% 221
2016
Q1 		– Sell
-203,445
Closed -$6.1M – 134
2015
Q4 		$6.1M Buy
+203,445
New +$6.17M 2.69% 13

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

TRUE Private Wealth Advisors's IYG Position: Q2 2026 in Review

TRUE Private Wealth Advisors held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 6,207 shares worth $562K. The position accounts for 0.05% of the portfolio, ranked #165.

TRUE Private Wealth Advisors first reported a position in IYG in Q4 2015 and has held it in 27 quarters since. The position peaked at $6.1M in Q4 2015. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • TRUE Private Wealth Advisors held 6,207 shares of iShares US Financial Services ETF worth $562K as of Q2 2026.
  • TRUE Private Wealth Advisors left its iShares US Financial Services ETF share count unchanged in Q2 2026.
  • iShares US Financial Services ETF made up 0.05% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #165 holding.
  • TRUE Private Wealth Advisors first reported a position in iShares US Financial Services ETF in Q4 2015 and has held it in 27 quarters since.
  • TRUE Private Wealth Advisors's iShares US Financial Services ETF position peaked at $6.1M in Q4 2015.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.