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Kestra Advisory Services’s iShares US Financials ETF IYF Stock Holding History

Kestra Advisory Services’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.5M Sell
184,347
-7,362
-4% -$914K 0.08% 272
2026
Q1 		$22.6M Sell
191,709
-3,274
-2% -$406K 0.09% 243
2025
Q4 		$25.1M Buy
194,983
+58,915
+43% +$7.37M 0.1% 203
2025
Q3 		$17.2M Sell
136,068
-29,746
-18% -$3.68M 0.08% 258
2025
Q2 		$20.1M Buy
165,814
+1,573
+1% +$177K 0.1% 199
2025
Q1 		$18.5M Buy
164,241
+6,167
+4% +$706K 0.09% 198
2024
Q4 		$17.5M Buy
158,074
+48,383
+44% +$5.39M 0.1% 213
2024
Q3 		$11.4M Sell
109,691
-1,610
-1% -$161K 0.06% 329
2024
Q2 		$10.4M Sell
111,301
-4,057
-4% -$380K 0.06% 356
2024
Q1 		$11M Sell
115,358
-3,560
-3% -$317K 0.07% 282
2023
Q4 		$10.2M Buy
118,918
+68,956
+138% +$5.38M 0.08% 270
2023
Q3 		$3.74M Buy
49,962
+783
+2% +$60.4K 0.04% 474
2023
Q2 		$3.67M Buy
49,179
+35,094
+249% +$2.53M 0.04% 470
2023
Q1 		$1M Sell
14,085
-453
-3% -$34.8K 0.01% 948
2022
Q4 		$1.1M Buy
14,538
+23
+0.2% +$1.72K 0.01% 1019
2022
Q3 		$980K Buy
14,515
+556
+4% +$41K 0.01% 985
2022
Q2 		$977K Sell
13,959
-39
-0.3% -$2.98K 0.01% 986
2022
Q1 		$1.18M Buy
13,998
+284
+2% +$24.5K 0.01% 883
2021
Q4 		$1.19M Sell
13,714
-66
-0.5% -$5.75K 0.01% 902
2021
Q3 		$1.14M Buy
13,780
+648
+5% +$53.8K 0.01% 951
2021
Q2 		$1.06M Buy
13,132
+159
+1% +$12.8K 0.01% 909
2021
Q1 		$971K Sell
12,973
-18,475
-59% -$1.31M 0.01% 881
2020
Q4 		$2.08M Buy
31,448
+31,276
+18,184% +$1.93M 0.02% 592
2020
Q3 		$636K Buy
+172
New +$9.87K 0.01% 786

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kestra Advisory Services's IYF Position: Q2 2026 in Review

Kestra Advisory Services reduced its iShares US Financials ETF (IYF) stake by 3.8% in Q2 2026, selling an estimated $914K and leaving 184,347 shares worth $23.5M. The position accounts for 0.08% of the portfolio, ranked #272.

Kestra Advisory Services first reported a position in IYF in Q3 2020 and has held it in 24 quarters since. The position peaked at $25.1M in Q4 2025. 461 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Kestra Advisory Services held 184,347 shares of iShares US Financials ETF worth $23.5M as of Q2 2026.
  • Kestra Advisory Services sold 7,362 iShares US Financials ETF shares in Q2 2026, an estimated $914K.
  • iShares US Financials ETF made up 0.08% of Kestra Advisory Services's portfolio in Q2 2026, its #272 holding.
  • Kestra Advisory Services first reported a position in iShares US Financials ETF in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's iShares US Financials ETF position peaked at $25.1M in Q4 2025.
  • 461 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.