Wealthspire Advisors (New York)’s iShares US Financial Services ETF IYG Stock Holding History

Wealthspire Advisors (New York)’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 Q4	–	Sell	-1,883	Closed	-$169K	–	1973
2025 Q3	$169K	Buy	+1,883	New	+$166K	﹤0.01%	852

Other funds holding IYG

RIG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Wealthspire Advisors (New York)'s IYG Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares US Financial Services ETF (IYG) in Q4 2025, closing a stake of 1,883 shares — an estimated $169K sold.

Wealthspire Advisors (New York) first reported a position in IYG in Q3 2025 and held it in 1 quarter. The position peaked at $169K in Q3 2025. 261 funds tracked by Wall St. Rank hold IYG as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining iShares US Financial Services ETF position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 1,883 iShares US Financial Services ETF shares in Q4 2025, an estimated $169K.
Wealthspire Advisors (New York) first reported a position in iShares US Financial Services ETF in Q3 2025 and held it in 1 quarter.
Wealthspire Advisors (New York)'s iShares US Financial Services ETF position peaked at $169K in Q3 2025.
261 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.