Union Bancaire Privee’s iShares US Financial Services ETF IYG Stock Holding History

Union Bancaire Privee’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	$272K	Hold	3,000	–	–	﹤0.01%	370
2026 Q1	$242K	Hold	3,000	–	–	﹤0.01%	382
2025 Q4	$279K	Hold	3,000	–	–	﹤0.01%	380
2025 Q3	$269K	Hold	3,000	–	–	﹤0.01%	361
2025 Q2	$254K	Hold	3,000	–	–	﹤0.01%	358
2025 Q1	$233K	Hold	3,000	–	–	﹤0.01%	365
2024 Q4	$233K	Buy	+3,000	New	+$231K	﹤0.01%	397

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Union Bancaire Privee's IYG Position: Q2 2026 in Review

Union Bancaire Privee held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 3,000 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Union Bancaire Privee first reported a position in IYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $279K in Q4 2025. 104 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Union Bancaire Privee held 3,000 shares of iShares US Financial Services ETF worth $272K as of Q2 2026.
Union Bancaire Privee left its iShares US Financial Services ETF share count unchanged in Q2 2026.
iShares US Financial Services ETF made up ﹤0.01% of Union Bancaire Privee's portfolio in Q2 2026, its #370 holding.
Union Bancaire Privee first reported a position in iShares US Financial Services ETF in Q4 2024 and has held it in 7 quarters since.
Union Bancaire Privee's iShares US Financial Services ETF position peaked at $279K in Q4 2025.
104 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.