Tucker Asset Management’s iShares US Financial Services ETF IYG Stock Holding History

Tucker Asset Management’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 Q4	$24.1K	Sell	261 -45	-15%	-$4.02K	0.01%	425
2025 Q3	$27.4K	Buy	+306	New	+$26.9K	0.01%	217
2025 Q2	–	Sell	-105	Closed	-$8.25K	–	318
2025 Q1	$8.25K	Hold	105	–	–	﹤0.01%	244
2024 Q4	$8.17K	Sell	105 -240	-70%	-$18.5K	﹤0.01%	834
2024 Q3	$24.5K	Hold	345	–	–	0.01%	483
2024 Q2	$22.5K	Hold	345	–	–	﹤0.01%	591
2024 Q1	$22.9K	Hold	345	–	–	0.01%	627
2023 Q4	$20.6K	Hold	345	–	–	0.01%	524
2023 Q3	$17.8K	Hold	345	–	–	﹤0.01%	526
2023 Q2	$18.2K	Hold	345	–	–	0.01%	419
2023 Q1	$17.4K	Hold	345	–	–	0.01%	449
2022 Q4	$18.1K	Hold	345	–	–	0.01%	262
2022 Q3	$18.3K	Hold	345	–	–	0.01%	254
2022 Q2	$17K	Hold	345	–	–	0.01%	182
2022 Q1	$20.7K	Sell	345 -117	-25%	-$7.38K	0.01%	148
2021 Q4	$29.8K	Hold	462	–	–	0.01%	123
2021 Q3	$30.8K	Hold	462	–	–	0.01%	110
2021 Q2	$28.5K	Sell	462 -540	-54%	-$33K	0.01%	105
2021 Q1	$57.2K	Sell	1,002 -81	-7%	-$4.38K	0.03%	65
2020 Q4	$54.2K	Buy	+1,083	New	+$48.9K	0.03%	59

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Tucker Asset Management's IYG Position: Q4 2025 in Review

Tucker Asset Management reduced its iShares US Financial Services ETF (IYG) stake by 15% in Q4 2025, selling an estimated $4.02K and leaving 261 shares worth $24.1K. The position accounts for 0.01% of the portfolio, ranked #425.

Tucker Asset Management first reported a position in IYG in Q4 2020 and has held it in 20 quarters since. The position peaked at $57.2K in Q1 2021. 261 funds tracked by Wall St. Rank hold IYG as of Q4 2025.

Tucker Asset Management held 261 shares of iShares US Financial Services ETF worth $24.1K as of Q4 2025.
Tucker Asset Management sold 45 iShares US Financial Services ETF shares in Q4 2025, an estimated $4.02K.
iShares US Financial Services ETF made up 0.01% of Tucker Asset Management's portfolio in Q4 2025, its #425 holding.
Tucker Asset Management first reported a position in iShares US Financial Services ETF in Q4 2020 and has held it in 20 quarters since.
Tucker Asset Management's iShares US Financial Services ETF position peaked at $57.2K in Q1 2021.
261 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.