Wells Fargo
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Wells Fargo’s iShares US Financial Services ETF IYG Stock Holding History

Wells Fargo’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
2022
Q4 		– Sell
-4,800
Closed -$226K – 7591
2022
Q3 		$226K Buy
+4,800
New +$252K ﹤0.01% 4174

Other funds holding IYG

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo's IYG Position: Q1 2026 in Review

Wells Fargo increased its iShares US Financial Services ETF (IYG) stake by 0.07% in Q1 2026, buying an estimated $21K and bringing the position to 355,166 shares worth $29.4M. The position accounts for 0.01% of the portfolio, ranked #1265.

Wells Fargo first reported a position in IYG in Q2 2013 and has held it in 52 quarters since. The position peaked at $59.5M in Q4 2021. 264 funds tracked by Wall St. Rank hold IYG as of Q1 2026.

  • Wells Fargo held 355,166 shares of iShares US Financial Services ETF worth $29.4M as of Q1 2026.
  • Wells Fargo bought 239 iShares US Financial Services ETF shares in Q1 2026, an estimated $21K.
  • iShares US Financial Services ETF made up 0.01% of Wells Fargo's portfolio in Q1 2026, its #1265 holding.
  • Wells Fargo first reported a position in iShares US Financial Services ETF in Q2 2013 and has held it in 52 quarters since.
  • Wells Fargo's iShares US Financial Services ETF position peaked at $59.5M in Q4 2021.
  • 264 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.