BOLTON SECURITIES CORPORATION’s iShares US Financial Services ETF IYG Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q1	$314	Buy	+4	New	+$322	﹤0.01%	1829

Other funds holding IYG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IYG Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares US Financial Services ETF (IYG) in Q1 2025: 4 shares worth $314. The stake represents ﹤0.01% of the portfolio and ranks #1829 among its holdings.

255 funds tracked by Wall St. Rank hold IYG as of Q1 2025.

BOLTON SECURITIES CORPORATION held 4 shares of iShares US Financial Services ETF worth $314 as of Q1 2025.
iShares US Financial Services ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
iShares US Financial Services ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #1829 holding.
255 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.