Wells Fargo
IYG icon

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 $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

Wells Fargo's IYG Position: Q2 2026 in Review

Wells Fargo reduced its iShares US Financial Services ETF (IYG) stake by 2.9% in Q2 2026, selling an estimated $899K and leaving 344,920 shares worth $31.2M. The position accounts for 0.01% of the portfolio, ranked #1325.

Wells Fargo first reported a position in IYG in Q2 2013 and has held it in 53 quarters since. The position peaked at $59.5M in Q4 2021. 263 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Wells Fargo held 344,920 shares of iShares US Financial Services ETF worth $31.2M as of Q2 2026.
  • Wells Fargo sold 10,246 iShares US Financial Services ETF shares in Q2 2026, an estimated $899K.
  • iShares US Financial Services ETF made up 0.01% of Wells Fargo's portfolio in Q2 2026, its #1325 holding.
  • Wells Fargo first reported a position in iShares US Financial Services ETF in Q2 2013 and has held it in 53 quarters since.
  • Wells Fargo's iShares US Financial Services ETF position peaked at $59.5M in Q4 2021.
  • 263 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.