West Paces Advisors’s iShares US Financial Services ETF IYG Stock Holding History

West Paces Advisors’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	-64	Closed	-$5.74K	–	204
2025 Q3	$5.74K	Sell	64 -299	-82%	-$26.3K	﹤0.01%	182
2025 Q2	$31.1K	Buy	+363	New	+$28.8K	0.01%	179

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 $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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 $13.5B AUM 21.55% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

West Paces Advisors's IYG Position: Q4 2025 in Review

West Paces Advisors sold out of iShares US Financial Services ETF (IYG) in Q4 2025, closing a stake of 64 shares — an estimated $5.74K sold.

West Paces Advisors first reported a position in IYG in Q2 2025 and held it in 2 quarters. The position peaked at $31.1K in Q2 2025. 261 funds tracked by Wall St. Rank hold IYG as of Q4 2025.

West Paces Advisors reported no remaining iShares US Financial Services ETF position as of Q4 2025 after selling out during the quarter.
West Paces Advisors sold 64 iShares US Financial Services ETF shares in Q4 2025, an estimated $5.74K.
West Paces Advisors first reported a position in iShares US Financial Services ETF in Q2 2025 and held it in 2 quarters.
West Paces Advisors's iShares US Financial Services ETF position peaked at $31.1K in Q2 2025.
261 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2025.

Based on West Paces Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.