Back to OSAIC HOLDINGS, INC. OSAIC HOLDINGS, INC.

IYGIYG
26 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in ISHARES TR

OSAIC HOLDINGS, INC. holds 84,053 shares of IYG (ISHARES TR), worth $7.6M as of 2026-Q2. The position was increased (+8.6% shares). IYG represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$7.6M

Current Shares

84,053

Total Value Change

+$5M

Total Shares Change

+15,790

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
84,053
+8.6%
$7.6M0.0%$90.47
30
2026-Q1
Increased
77,399
+20.4%
$6.4M0.0%$85.55
32
2025-Q4
Decreased
64,259
-2.3%
$5.9M0.0%$92.95
0
2025-Q3
Decreased
65,748
-3.6%
$5.9M0.0%$89.94
0
2025-Q2
Increased
68,204
+7.8%
$5.8M0.0%$84.33
29
2025-Q1
Increased
63,279
+8.9%
$5M0.0%$77.04
29
2024-Q4
Increased
58,087
+60.2%
$4.5M0.0%$76.90
39
2024-Q3
Decreased
36,257
-1.7%
$2.6M0.0%$69.75
0
2024-Q2
Increased
36,890
+3.1%
$2.4M0.0%$64.08
27
2024-Q1
Increased
35,793
+179.8%
$2.4M0.0%$64.94
42
2023-Q4
Decreased
12,790
-59.5%
$2.3M0.0%$58.34
0
2023-Q3
Decreased
31,595
-0.5%
$4.9M0.0%$50.11
0
2023-Q2
Increased
31,766
+11.8%
$5M0.0%$50.58
30
2023-Q1
Decreased
28,410
-37.9%
$4.3M0.0%$47.88
0
2022-Q4
Decreased
45,781
-2.7%
$7.2M0.0%$50.26
0
2022-Q3
Decreased
47,064
-16.0%
$6.6M0.0%$45.29
0
2022-Q2
Decreased
56,056
-54.4%
$8.3M0.0%$47.40
0
2022-Q1
Increased
122,798
+24.0%
$22.1M0.0%$57.95
35
2021-Q4
Increased
99,031
+11.6%
$19.1M0.0%$60.49
32
2021-Q3
Increased
88,722
+2.4%
$16.7M0.0%$59.60
29
2021-Q2
Increased
86,676
+38.6%
$16.1M0.0%$57.35
37
2021-Q1
Increased
62,547
+140.6%
$10.7M0.0%$53.31
45
2020-Q4
Decreased
26,002
-91.3%
$3.9M0.0%$45.81
0
2020-Q3
Increased
298,814
+13.5%
$36.5M0.1%$37.06
39
2020-Q2
Increased
263,194
+285.6%
$31.4M0.1%$35.93
56
2020-Q1
New
68,263
-
$2.6M0.0%$32.32
36

Other major holders of IYG: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC, Dynasty Wealth Management, LLC

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