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Wedbush Securities’s iShares US Financial Services ETF IYG Stock Holding History

Wedbush Securities’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 		$321K Sell
3,543
-117
-3% -$10.3K 0.01% 909
2026
Q1 		$303K Sell
3,660
-238
-6% -$20.9K 0.01% 898
2025
Q4 		$360K Sell
3,898
-465
-11% -$41.5K 0.01% 805
2025
Q3 		$391K Sell
4,363
-3,194
-42% -$281K 0.01% 751
2025
Q2 		$647K Sell
7,557
-1,086
-13% -$86.1K 0.02% 544
2025
Q1 		$679K Sell
8,643
-658
-7% -$53K 0.02% 508
2024
Q4 		$724K Sell
9,301
-1,754
-16% -$135K 0.03% 475
2024
Q3 		$785K Buy
11,055
+283
+3% +$19.4K 0.03% 443
2024
Q2 		$702K Buy
10,772
+755
+8% +$49K 0.03% 485
2024
Q1 		$664K Buy
10,017
+699
+8% +$43.4K 0.02% 532
2023
Q4 		$557K Sell
9,318
-228
-2% -$12.3K 0.02% 518
2023
Q3 		$492K Buy
9,546
+717
+8% +$38.8K 0.02% 535
2023
Q2 		$465K Buy
8,829
+3,615
+69% +$183K 0.02% 566
2023
Q1 		$262K Sell
5,214
-4,032
-44% -$220K 0.01% 810
2022
Q4 		$485K Buy
9,246
+840
+10% +$44K 0.03% 529
2022
Q3 		$396K Buy
8,406
+1,113
+15% +$58.4K 0.02% 604
2022
Q2 		$360K Buy
7,293
+1,440
+25% +$78.1K 0.02% 668
2022
Q1 		$352K Sell
5,853
-672
-10% -$42.4K 0.02% 734
2021
Q4 		$420K Buy
6,525
+18
+0.3% +$1.17K 0.02% 711
2021
Q3 		$408K Buy
6,507
+99
+2% +$6.21K 0.02% 694
2021
Q2 		$396K Buy
6,408
+99
+2% +$6.05K 0.02% 721
2021
Q1 		$360K Buy
6,309
+1,212
+24% +$65.6K 0.02% 721
2020
Q4 		$255K Sell
5,097
-72
-1% -$3.25K 0.02% 707
2020
Q3 		$210K Sell
5,169
-900
-15% -$37.1K 0.02% 754
2020
Q2 		$242K Buy
+6,069
New +$233K 0.02% 688
2020
Q1 		– Sell
-4,485
Closed -$227K – 945
2019
Q4 		$227K Buy
+4,485
New +$215K 0.02% 808
2013
Q4 		– Sell
-18,111
Closed -$447K – 608
2013
Q3 		$447K Buy
18,111
+3,180
+21% +$79.6K 0.12% 205
2013
Q2 		$356K Buy
+14,931
New +$344K 0.1% 252

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

Wedbush Securities's IYG Position: Q2 2026 in Review

Wedbush Securities reduced its iShares US Financial Services ETF (IYG) stake by 3.2% in Q2 2026, selling an estimated $10.3K and leaving 3,543 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #909.

Wedbush Securities first reported a position in IYG in Q2 2013 and has held it in 28 quarters since. The position peaked at $785K in Q3 2024. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Wedbush Securities held 3,543 shares of iShares US Financial Services ETF worth $321K as of Q2 2026.
  • Wedbush Securities sold 117 iShares US Financial Services ETF shares in Q2 2026, an estimated $10.3K.
  • iShares US Financial Services ETF made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #909 holding.
  • Wedbush Securities first reported a position in iShares US Financial Services ETF in Q2 2013 and has held it in 28 quarters since.
  • Wedbush Securities's iShares US Financial Services ETF position peaked at $785K in Q3 2024.
  • 262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.