VP
IYG icon

Verum Partners’s iShares US Financial Services ETF IYG Stock Holding History

Verum Partners’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
Q1 		– Sell
-3,000
Closed -$233K – 167
2024
Q4 		$233K Hold
3,000
– – 0.07% 146
2024
Q3 		$213K Buy
+3,000
New +$206K 0.06% 154

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Verum Partners's IYG Position: Q1 2025 in Review

Verum Partners sold out of iShares US Financial Services ETF (IYG) in Q1 2025, closing a stake of 3,000 shares — an estimated $233K sold.

Verum Partners first reported a position in IYG in Q3 2024 and held it in 2 quarters. The position peaked at $233K in Q4 2024. 253 funds tracked by Wall St. Rank hold IYG as of Q1 2025.

  • Verum Partners reported no remaining iShares US Financial Services ETF position as of Q1 2025 after selling out during the quarter.
  • Verum Partners sold 3,000 iShares US Financial Services ETF shares in Q1 2025, an estimated $233K.
  • Verum Partners first reported a position in iShares US Financial Services ETF in Q3 2024 and held it in 2 quarters.
  • Verum Partners's iShares US Financial Services ETF position peaked at $233K in Q4 2024.
  • 253 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2025.

Based on Verum Partners's 13F filing for Q1 2025, filed 11 Apr 2025.