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

Wealthcare Advisory 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 Q2	–	Sell	-3,759	Closed	-$295K	–	993
2025 Q1	$295K	Buy	3,759 +550	+17%	+$44.3K	0.01%	751
2024 Q4	$250K	Hold	3,209	–	–	0.01%	773
2024 Q3	$228K	Hold	3,209	–	–	0.01%	793
2024 Q2	$209K	Buy	+3,209	New	+$208K	0.01%	778
2021 Q2	–	Sell	-2,184	Closed	-$125K	–	1214
2021 Q1	$125K	Buy	+2,184	New	+$118K	0.01%	602
2019 Q1	–	Sell	-435	Closed	-$16K	–	1247
2018 Q4	$16K	Hold	435	–	–	﹤0.01%	683
2018 Q3	$19K	Hold	435	–	–	﹤0.01%	688
2018 Q2	$19K	Hold	435	–	–	﹤0.01%	688
2018 Q1	$19K	Buy	+435	New	+$19.8K	﹤0.01%	589

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Wealthcare Advisory Partners's IYG Position: Q2 2025 in Review

Wealthcare Advisory Partners sold out of iShares US Financial Services ETF (IYG) in Q2 2025, closing a stake of 3,759 shares — an estimated $295K sold.

Wealthcare Advisory Partners first reported a position in IYG in Q1 2018 and held it in 9 quarters. The position peaked at $295K in Q1 2025. 249 funds tracked by Wall St. Rank hold IYG as of Q2 2025.

Wealthcare Advisory Partners reported no remaining iShares US Financial Services ETF position as of Q2 2025 after selling out during the quarter.
Wealthcare Advisory Partners sold 3,759 iShares US Financial Services ETF shares in Q2 2025, an estimated $295K.
Wealthcare Advisory Partners first reported a position in iShares US Financial Services ETF in Q1 2018 and held it in 9 quarters.
Wealthcare Advisory Partners's iShares US Financial Services ETF position peaked at $295K in Q1 2025.
249 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2025, filed 22 Jul 2025.