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

Yes. Osaic holds 84,053 shares of IYG, worth $7.6M, as of its Q2 2026 13F filing. It increased the position by 6,654 shares (+8.6%) from Q1 2026. Osaic has held IYG in every 13F on record since Q1 2020, 26 quarterly filings.

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%$36.14
56
2020-Q1
First report
68,263
-
$2.6M0.0%$30.98
0

Other major holders of IYG: ENVESTNET ASSET MANAGEMENT INC, Dynasty Wealth Management, LLC

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