USCWA
IYG icon

U.S. Capital Wealth Advisors’s iShares US Financial Services ETF IYG Stock Holding History

U.S. Capital 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
Q1 		$203K Hold
2,448
– – 0.01% 956
2025
Q4 		$226K Hold
2,448
– – 0.01% 888
2025
Q3 		$219K Buy
+2,448
New +$215K 0.01% 874

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

U.S. Capital Wealth Advisors's IYG Position: Q1 2026 in Review

U.S. Capital Wealth Advisors held its iShares US Financial Services ETF (IYG) position steady in Q1 2026 at 2,448 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #956.

U.S. Capital Wealth Advisors first reported a position in IYG in Q3 2025 and has held it in 3 quarters since. The position peaked at $226K in Q4 2025. 265 funds tracked by Wall St. Rank hold IYG as of Q1 2026.

  • U.S. Capital Wealth Advisors held 2,448 shares of iShares US Financial Services ETF worth $203K as of Q1 2026.
  • U.S. Capital Wealth Advisors left its iShares US Financial Services ETF share count unchanged in Q1 2026.
  • iShares US Financial Services ETF made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #956 holding.
  • U.S. Capital Wealth Advisors first reported a position in iShares US Financial Services ETF in Q3 2025 and has held it in 3 quarters since.
  • U.S. Capital Wealth Advisors's iShares US Financial Services ETF position peaked at $226K in Q4 2025.
  • 265 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.