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

Valeo 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
2025 Q3	–	Sell	-3,273	Closed	-$280K	–	859
2025 Q2	$280K	Buy	+3,273	New	+$260K	0.01%	601
2022 Q2	–	Sell	-3,465	Closed	-$208K	–	581
2022 Q1	$208K	Buy	+3,465	New	+$219K	0.01%	540
2021 Q2	–	Sell	-777	Closed	-$44K	–	1172
2021 Q1	$44K	Hold	777	–	–	﹤0.01%	919
2020 Q4	$39K	Hold	777	–	–	﹤0.01%	860
2020 Q3	$32K	Sell	777 -2,496	-76%	-$103K	﹤0.01%	790
2020 Q2	$130K	Hold	3,273	–	–	0.01%	418
2020 Q1	$126K	Hold	3,273	–	–	0.01%	373
2019 Q4	$166K	Hold	3,273	–	–	0.02%	352
2019 Q3	$149K	Hold	3,273	–	–	0.02%	349
2019 Q2	$146K	Hold	3,273	–	–	0.02%	355
2019 Q1	$136K	Hold	3,273	–	–	0.02%	355
2018 Q4	$122K	Buy	3,273 +600	+22%	+$24.7K	0.02%	344
2018 Q3	$112K	Hold	2,673	–	–	0.02%	380
2018 Q2	$120K	Hold	2,673	–	–	0.02%	371
2018 Q1	$117K	Buy	2,673 +177	+7%	+$8.04K	0.02%	336
2017 Q4	$109K	Hold	2,496	–	–	0.02%	330
2017 Q3	$100K	Buy	+2,496	New	+$95.6K	0.02%	290

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

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

Valeo Financial Advisors's IYG Position: Q3 2025 in Review

Valeo Financial Advisors sold out of iShares US Financial Services ETF (IYG) in Q3 2025, closing a stake of 3,273 shares — an estimated $280K sold.

Valeo Financial Advisors first reported a position in IYG in Q3 2017 and held it in 17 quarters. The position peaked at $280K in Q2 2025. 252 funds tracked by Wall St. Rank hold IYG as of Q3 2025.

Valeo Financial Advisors reported no remaining iShares US Financial Services ETF position as of Q3 2025 after selling out during the quarter.
Valeo Financial Advisors sold 3,273 iShares US Financial Services ETF shares in Q3 2025, an estimated $280K.
Valeo Financial Advisors first reported a position in iShares US Financial Services ETF in Q3 2017 and held it in 17 quarters.
Valeo Financial Advisors's iShares US Financial Services ETF position peaked at $280K in Q2 2025.
252 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2025.

Based on Valeo Financial Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.