Truist Financial
IYG icon

Truist Financial’s iShares US Financial Services ETF IYG Stock Holding History

Truist Financial’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 		$5.17M Sell
57,130
-2,235
-4% -$196K 0.01% 901
2026
Q1 		$4.92M Sell
59,365
-6,430
-10% -$564K 0.01% 867
2025
Q4 		$6.07M Sell
65,795
-175
-0.3% -$15.6K 0.01% 774
2025
Q3 		$5.91M Sell
65,970
-2,988
-4% -$263K 0.01% 812
2025
Q2 		$5.9M Sell
68,958
-4,957
-7% -$393K 0.01% 778
2025
Q1 		$5.81M Sell
73,915
-3,241
-4% -$261K 0.01% 767
2024
Q4 		$6M Sell
77,156
-619
-0.8% -$47.7K 0.01% 756
2024
Q3 		$5.52M Sell
77,775
-4,374
-5% -$301K 0.01% 791
2024
Q2 		$5.36M Buy
82,149
+2,707
+3% +$176K 0.01% 833
2024
Q1 		$5.27M Sell
79,442
-108,631
-58% -$6.75M 0.01% 864
2023
Q4 		$11.2M Buy
188,073
+7,977
+4% +$429K 0.02% 568
2023
Q3 		$9.28M Buy
180,096
+648
+0.4% +$35K 0.02% 603
2023
Q2 		$9.45M Buy
179,448
+14,517
+9% +$736K 0.02% 606
2023
Q1 		$8.3M Sell
164,931
-16,860
-9% -$920K 0.01% 643
2022
Q4 		$9.55M Sell
181,791
-17,883
-9% -$937K 0.02% 585
2022
Q3 		$9.4M Sell
199,674
-2,904
-1% -$152K 0.02% 575
2022
Q2 		$10M Sell
202,578
-1,414,878
-87% -$76.7M 0.02% 571
2022
Q1 		$97.2M Buy
1,617,456
+67,167
+4% +$4.24M 0.15% 139
2021
Q4 		$99.8M Sell
1,550,289
-43,911
-3% -$2.86M 0.15% 146
2021
Q3 		$100M Buy
1,594,200
+66,603
+4% +$4.18M 0.16% 142
2021
Q2 		$94.3M Buy
1,527,597
+1,273,323
+501% +$77.8M 0.15% 144
2021
Q1 		$14.5M Buy
254,274
+41,733
+20% +$2.26M 0.03% 502
2020
Q4 		$10.6M Sell
212,541
-26,853
-11% -$1.21M 0.02% 580
2020
Q3 		$9.74M Sell
239,394
-17,208
-7% -$710K 0.02% 558
2020
Q2 		$10.2M Buy
256,602
+82,149
+47% +$3.16M 0.02% 525
2020
Q1 		$5.97M Sell
174,453
-77,793
-31% -$3.55M 0.02% 631
2019
Q4 		$12.8M Buy
+252,246
New +$12.1M 0.03% 507

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

Truist Financial's IYG Position: Q2 2026 in Review

Truist Financial reduced its iShares US Financial Services ETF (IYG) stake by 3.8% in Q2 2026, selling an estimated $196K and leaving 57,130 shares worth $5.17M. The position accounts for 0.01% of the portfolio, ranked #901.

Truist Financial first reported a position in IYG in Q4 2019 and has held it in 27 quarters since. The position peaked at $100M in Q3 2021. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Truist Financial held 57,130 shares of iShares US Financial Services ETF worth $5.17M as of Q2 2026.
  • Truist Financial sold 2,235 iShares US Financial Services ETF shares in Q2 2026, an estimated $196K.
  • iShares US Financial Services ETF made up 0.01% of Truist Financial's portfolio in Q2 2026, its #901 holding.
  • Truist Financial first reported a position in iShares US Financial Services ETF in Q4 2019 and has held it in 27 quarters since.
  • Truist Financial's iShares US Financial Services ETF position peaked at $100M in Q3 2021.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.