Kestra Advisory Services
IYT icon

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
Q3 		$1.46M Buy
18,545
+445
+2% +$37.9K ﹤0.01% 1687
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

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
First Financial Bankshares
First Financial Bankshares Abilene, Texas $5.57B AUM 22.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Kestra Advisory Services increased its iShares US Transportation ETF (IYT) stake by 2.5% in Q3 2026, buying an estimated $37.9K and bringing the position to 18,545 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1687.

Kestra Advisory Services first reported a position in IYT in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.57M in Q2 2026. 147 funds tracked by Wall St. Rank hold IYT as of Q3 2026.

  • Kestra Advisory Services held 18,545 shares of iShares US Transportation ETF worth $1.46M as of Q3 2026.
  • Kestra Advisory Services bought 445 iShares US Transportation ETF shares in Q3 2026, an estimated $37.9K.
  • iShares US Transportation ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1687 holding.
  • Kestra Advisory Services first reported a position in iShares US Transportation ETF in Q4 2020 and has held it in 22 quarters since.
  • Kestra Advisory Services's iShares US Transportation ETF position peaked at $1.57M in Q2 2026.
  • 147 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2026.

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