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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
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 $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kestra Advisory Services's IYF Position: Q1 2026 in Review

Kestra Advisory Services reduced its iShares US Financials ETF (IYF) stake by 1.7% in Q1 2026, selling an estimated $406K and leaving 191,709 shares worth $22.6M. The position accounts for 0.09% of the portfolio, ranked #243.

Kestra Advisory Services first reported a position in IYF in Q3 2020 and has held it in 23 quarters since. The position peaked at $25.1M in Q4 2025. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

  • Kestra Advisory Services held 191,709 shares of iShares US Financials ETF worth $22.6M as of Q1 2026.
  • Kestra Advisory Services sold 3,274 iShares US Financials ETF shares in Q1 2026, an estimated $406K.
  • iShares US Financials ETF made up 0.09% of Kestra Advisory Services's portfolio in Q1 2026, its #243 holding.
  • Kestra Advisory Services first reported a position in iShares US Financials ETF in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's iShares US Financials ETF position peaked at $25.1M in Q4 2025.
  • 465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.