Kestra Advisory Services’s iShares US Transportation ETF IYT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.57M	Buy	18,100 +1,625	+10%	+$133K	0.01%	1503
2026 Q1	$1.23M	Buy	16,475 +1,521	+10%	+$118K	﹤0.01%	1587
2025 Q4	$1.11M	Buy	14,954 +9,925	+197%	+$721K	﹤0.01%	1582
2025 Q3	$361K	Sell	5,029 -28	-0.6%	-$1.97K	﹤0.01%	2296
2025 Q2	$347K	Buy	5,057 +1,481	+41%	+$94.5K	﹤0.01%	2246
2025 Q1	$229K	Buy	+3,576	New	+$246K	﹤0.01%	2381
2024 Q4	–	Sell	-5,030	Closed	-$347K	–	2741
2024 Q3	$347K	Sell	5,030 -677	-12%	-$44.6K	﹤0.01%	2008
2024 Q2	$332K	Buy	+5,707	New	+$375K	﹤0.01%	2052
2024 Q1	–	Sell	-6,452	Closed	-$423K	–	2499
2023 Q4	$423K	Sell	6,452 -520	-7%	-$31.2K	﹤0.01%	1621
2023 Q3	$407K	Buy	6,972 +304	+5%	+$19K	﹤0.01%	1482
2023 Q2	$416K	Sell	6,668 -660	-9%	-$37.8K	﹤0.01%	1419
2023 Q1	$418K	Sell	7,328 -3,296	-31%	-$189K	﹤0.01%	1373
2022 Q4	$567K	Buy	10,624 +2,656	+33%	+$143K	0.01%	1335
2022 Q3	$392K	Sell	7,968 -4,236	-35%	-$239K	﹤0.01%	1452
2022 Q2	$650K	Sell	12,204 -2,476	-17%	-$144K	0.01%	1171
2022 Q1	$991K	Buy	14,680 +3,212	+28%	+$211K	0.01%	967
2021 Q4	$793K	Sell	11,468 -8,372	-42%	-$559K	0.01%	1077
2021 Q3	$1.21M	Buy	19,840 +8,328	+72%	+$527K	0.01%	916
2021 Q2	$748K	Sell	11,512 -448	-4%	-$29.9K	0.01%	1079
2021 Q1	$770K	Sell	11,960 -9,732	-45%	-$571K	0.01%	983
2020 Q4	$1.19M	Buy	+21,692	New	+$1.16M	0.01%	781

Other funds holding IYT

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

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Kestra Advisory Services increased its iShares US Transportation ETF (IYT) stake by 9.9% in Q2 2026, buying an estimated $133K and bringing the position to 18,100 shares worth $1.57M. The position accounts for 0.01% of the portfolio, ranked #1503.

Kestra Advisory Services first reported a position in IYT in Q4 2020 and has held it in 21 quarters since. 257 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

Kestra Advisory Services held 18,100 shares of iShares US Transportation ETF worth $1.57M as of Q2 2026.
Kestra Advisory Services bought 1,625 iShares US Transportation ETF shares in Q2 2026, an estimated $133K.
iShares US Transportation ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1503 holding.
Kestra Advisory Services first reported a position in iShares US Transportation ETF in Q4 2020 and has held it in 21 quarters since.
257 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

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