Kestra Advisory Services’s iShares US Financial Services ETF IYG Stock Holding History

Kestra Advisory Services’s Portfolio IYG Stock Details IYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.48M	Sell	16,393 -3,131	-16%	-$275K	﹤0.01%	1544
2026 Q1	$1.62M	Buy	19,524 +2,378	+14%	+$209K	0.01%	1434
2025 Q4	$1.58M	Buy	17,146 +441	+3%	+$39.4K	0.01%	1361
2025 Q3	$1.5M	Sell	16,705 -4,338	-21%	-$381K	0.01%	1327
2025 Q2	$1.8M	Buy	21,043 +7,355	+54%	+$583K	0.01%	1132
2025 Q1	$1.08M	Buy	13,688 +5,238	+62%	+$422K	0.01%	1353
2024 Q4	$657K	Buy	8,450 +235	+3%	+$18.1K	﹤0.01%	1682
2024 Q3	$583K	Sell	8,215 -746	-8%	-$51.3K	﹤0.01%	1672
2024 Q2	$584K	Buy	8,961 +497	+6%	+$32.3K	﹤0.01%	1676
2024 Q1	$561K	Sell	8,464 -254	-3%	-$15.8K	﹤0.01%	1594
2023 Q4	$521K	Sell	8,718 -324	-4%	-$17.4K	﹤0.01%	1507
2023 Q3	$466K	Buy	9,042 +546	+6%	+$29.5K	﹤0.01%	1405
2023 Q2	$447K	Sell	8,496 -246	-3%	-$12.5K	﹤0.01%	1386
2023 Q1	$440K	Sell	8,742 -8,268	-49%	-$451K	﹤0.01%	1343
2022 Q4	$893K	Buy	17,010 +39	+0.2%	+$2.04K	0.01%	1106
2022 Q3	$799K	Sell	16,971 -13,323	-44%	-$699K	0.01%	1071
2022 Q2	$1.5M	Sell	30,294 -1,998	-6%	-$108K	0.02%	781
2022 Q1	$1.94M	Buy	32,292 +12,315	+62%	+$777K	0.02%	693
2021 Q4	$1.29M	Buy	19,977 +1,779	+10%	+$116K	0.01%	873
2021 Q3	$1.14M	Buy	18,198 +675	+4%	+$42.4K	0.01%	949
2021 Q2	$1.08M	Buy	17,523 +2,286	+15%	+$140K	0.01%	900
2021 Q1	$870K	Buy	15,237 +5,799	+61%	+$314K	0.01%	939
2020 Q4	$467K	Buy	9,438 +9,348	+10,387%	+$422K	0.01%	1242
2020 Q3	$304K	Buy	+90	New	+$3.71K	0.01%	1106

Other funds holding IYG

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Kestra Advisory Services reduced its iShares US Financial Services ETF (IYG) stake by 16% in Q2 2026, selling an estimated $275K and leaving 16,393 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

Kestra Advisory Services first reported a position in IYG in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.94M in Q1 2022. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Kestra Advisory Services held 16,393 shares of iShares US Financial Services ETF worth $1.48M as of Q2 2026.
Kestra Advisory Services sold 3,131 iShares US Financial Services ETF shares in Q2 2026, an estimated $275K.
iShares US Financial Services ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1544 holding.
Kestra Advisory Services first reported a position in iShares US Financial Services ETF in Q3 2020 and has held it in 24 quarters since.
Kestra Advisory Services's iShares US Financial Services ETF position peaked at $1.94M in Q1 2022.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

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