Kestra Advisory Services
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Kestra Advisory Services’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Kestra Advisory Services’s Portfolio IYC Stock Details IYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$570K Buy
6,011
+2,986
+99% +$299K ﹤0.01% 2389
2026
Q2 		$306K Sell
3,025
-391
-11% -$39.6K ﹤0.01% 2748
2026
Q1 		$331K Buy
3,416
+713
+26% +$72.7K ﹤0.01% 2537
2025
Q4 		$279K Sell
2,703
-1,081
-29% -$111K ﹤0.01% 2605
2025
Q3 		$397K Sell
3,784
-14,927
-80% -$1.53M ﹤0.01% 2222
2025
Q2 		$1.86M Buy
18,711
+14,992
+403% +$1.39M 0.01% 1116
2025
Q1 		$328K Buy
3,719
+3
+0.1% +$286 ﹤0.01% 2114
2024
Q4 		$357K Buy
3,716
+832
+29% +$77.7K ﹤0.01% 2110
2024
Q3 		$254K Sell
2,884
-1,035
-26% -$85.6K ﹤0.01% 2203
2024
Q2 		$254K Buy
+3,919
New +$312K ﹤0.01% 2231
2023
Q2 		– Sell
-8,471
Closed -$548K – 2148
2023
Q1 		$548K Buy
8,471
+1,425
+20% +$89.3K 0.01% 1229
2022
Q4 		$401K Buy
7,046
+1,911
+37% +$114K ﹤0.01% 1542
2022
Q3 		$299K Sell
5,135
-1,461
-22% -$93K ﹤0.01% 1592
2022
Q2 		$374K Sell
6,596
-6,292
-49% -$406K ﹤0.01% 1487
2022
Q1 		$967K Sell
12,888
-1,815
-12% -$136K 0.01% 982
2021
Q4 		$1.24M Sell
14,703
-825
-5% -$68.3K 0.01% 887
2021
Q3 		$1.2M Sell
15,528
-143
-0.9% -$11.2K 0.01% 918
2021
Q2 		$1.22M Buy
15,671
+31
+0.2% +$2.38K 0.01% 843
2021
Q1 		$1.17M Sell
15,640
-7,796
-33% -$567K 0.01% 803
2020
Q4 		$1.65M Buy
23,436
+23,320
+20,103% +$1.55M 0.02% 660
2020
Q3 		$596K Buy
+116
New +$7.01K 0.01% 812

Other funds holding IYC

Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Cottonwood Capital Advisors
Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Banque Transatlantique
Banque Transatlantique Paris, France $4.51B AUM 28.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Smartleaf Asset Management
Smartleaf Asset Management Boston, Massachusetts $3.49B AUM 19.81% 1-Year Est. Return

Kestra Advisory Services's IYC Position: Q3 2026 in Review

Kestra Advisory Services increased its iShares US Consumer Discretionary ETF (IYC) stake by 99% in Q3 2026, buying an estimated $299K and bringing the position to 6,011 shares worth $570K. The position accounts for ﹤0.01% of the portfolio, ranked #2389.

Kestra Advisory Services first reported a position in IYC in Q3 2020 and has held it in 21 quarters since. The position peaked at $1.86M in Q2 2025. 161 funds tracked by Wall St. Rank hold IYC as of Q3 2026.

  • Kestra Advisory Services held 6,011 shares of iShares US Consumer Discretionary ETF worth $570K as of Q3 2026.
  • Kestra Advisory Services bought 2,986 iShares US Consumer Discretionary ETF shares in Q3 2026, an estimated $299K.
  • iShares US Consumer Discretionary ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2389 holding.
  • Kestra Advisory Services first reported a position in iShares US Consumer Discretionary ETF in Q3 2020 and has held it in 21 quarters since.
  • Kestra Advisory Services's iShares US Consumer Discretionary ETF position peaked at $1.86M in Q2 2025.
  • 161 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.