Kestra Advisory Services
IYG icon

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
Q3 		$2M Buy
22,294
+5,901
+36% +$563K 0.01% 1459
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

Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Kozak & Associates
Kozak & Associates Highlands Ranch, Colorado $553M AUM 17.51% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Arkansas Financial Group
Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return
Howard Capital Management Group
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Centerline Wealth Advisors
Centerline Wealth Advisors Louisville, Kentucky $321M AUM 13.56% 1-Year Est. Return

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

Kestra Advisory Services increased its iShares US Financial Services ETF (IYG) stake by 36% in Q3 2026, buying an estimated $563K and bringing the position to 22,294 shares worth $2M. The position accounts for 0.01% of the portfolio, ranked #1459.

Kestra Advisory Services first reported a position in IYG in Q3 2020 and has held it in 25 quarters since. 125 funds tracked by Wall St. Rank hold IYG as of Q3 2026.

  • Kestra Advisory Services held 22,294 shares of iShares US Financial Services ETF worth $2M as of Q3 2026.
  • Kestra Advisory Services bought 5,901 iShares US Financial Services ETF shares in Q3 2026, an estimated $563K.
  • iShares US Financial Services ETF made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1459 holding.
  • Kestra Advisory Services first reported a position in iShares US Financial Services ETF in Q3 2020 and has held it in 25 quarters since.
  • 125 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2026.

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