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United Capital Financial Advisors’s iShares US Financial Services ETF IYG Stock Holding History

United Capital Financial 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 		$997K Hold
11,019
– – 0.01% 805
2026
Q1 		$913K Hold
11,019
– – 0.01% 795
2025
Q4 		$1.02M Buy
11,019
+7,980
+263% +$712K 0.01% 731
2025
Q3 		$272K Buy
+3,039
New +$267K ﹤0.01% 1049
2023
Q4 		– Sell
-48,870
Closed -$2.52M – 1094
2023
Q3 		$2.52M Sell
48,870
-363
-0.7% -$19.6K 0.02% 391
2023
Q2 		$2.59M Sell
49,233
-1,524
-3% -$77.2K 0.01% 406
2023
Q1 		$2.55M Sell
50,757
-3,324
-6% -$181K 0.01% 412
2022
Q4 		$2.84M Sell
54,081
-1,656
-3% -$86.8K 0.02% 420
2022
Q3 		$2.62M Buy
55,737
+183
+0.3% +$9.6K 0.02% 426
2022
Q2 		$2.75M Buy
55,554
+2,031
+4% +$110K 0.02% 435
2022
Q1 		$3.22M Sell
53,523
-1,863
-3% -$117K 0.02% 437
2021
Q4 		$3.56M Buy
55,386
+2,811
+5% +$183K 0.02% 435
2021
Q3 		$3.3M Buy
52,575
+2,142
+4% +$134K 0.02% 441
2021
Q2 		$3.11M Buy
50,433
+237
+0.5% +$14.5K 0.02% 456
2021
Q1 		$2.87M Sell
50,196
-423
-0.8% -$22.9K 0.02% 443
2020
Q4 		$2.53M Buy
50,619
+3,498
+7% +$158K 0.02% 456
2020
Q3 		$1.92M Buy
47,121
+7,509
+19% +$310K 0.01% 507
2020
Q2 		$1.58M Sell
39,612
-3,213
-8% -$123K 0.01% 562
2020
Q1 		$1.47M Sell
42,825
-44,439
-51% -$2.03M 0.01% 555
2019
Q4 		$4.42M Buy
87,264
+771
+0.9% +$37K 0.03% 442
2019
Q3 		$3.93M Sell
86,493
-1,860
-2% -$83.8K 0.03% 466
2019
Q2 		$3.94M Sell
88,353
-4,986
-5% -$218K 0.03% 466
2019
Q1 		$3.88M Buy
93,339
+4,116
+5% +$171K 0.03% 457
2018
Q4 		$3.34M Buy
89,223
+210
+0.2% +$8.66K 0.03% 451
2018
Q3 		$3.96M Buy
89,013
+1,164
+1% +$52.7K 0.03% 478
2018
Q2 		$3.8M Sell
87,849
-4,410
-5% -$195K 0.03% 466
2018
Q1 		$4.03M Buy
92,259
+15,813
+21% +$718K 0.03% 447
2017
Q4 		$3.35M Sell
76,446
-4,083
-5% -$170K 0.03% 483
2017
Q3 		$3.22M Sell
80,529
-1,575
-2% -$60.3K 0.03% 464
2017
Q2 		$3.1M Sell
82,104
-33,549
-29% -$1.22M 0.03% 472
2017
Q1 		$4.21M Sell
115,653
-125,520
-52% -$4.61M 0.04% 397
2016
Q4 		$8.54M Sell
241,173
-46,374
-16% -$1.51M 0.08% 288
2016
Q3 		$8.41M Sell
287,547
-16,866
-6% -$486K 0.08% 301
2016
Q2 		$8.22M Buy
+304,413
New +$8.5M 0.08% 283

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

United Capital Financial Advisors's IYG Position: Q2 2026 in Review

United Capital Financial Advisors held its iShares US Financial Services ETF (IYG) position steady in Q2 2026 at 11,019 shares worth $997K. The position accounts for 0.01% of the portfolio, ranked #805.

United Capital Financial Advisors first reported a position in IYG in Q2 2016 and has held it in 34 quarters since. The position peaked at $8.54M in Q4 2016. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • United Capital Financial Advisors held 11,019 shares of iShares US Financial Services ETF worth $997K as of Q2 2026.
  • United Capital Financial Advisors left its iShares US Financial Services ETF share count unchanged in Q2 2026.
  • iShares US Financial Services ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #805 holding.
  • United Capital Financial Advisors first reported a position in iShares US Financial Services ETF in Q2 2016 and has held it in 34 quarters since.
  • United Capital Financial Advisors's iShares US Financial Services ETF position peaked at $8.54M in Q4 2016.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.