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Kestra Advisory Services’s iShares US Technology ETF IYW Stock Holding History

Kestra Advisory Services’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$120M Sell
477,728
-17,631
-4% -$4.05M 0.39% 38
2026
Q1 		$89.9M Buy
495,359
+48,940
+11% +$9.46M 0.34% 48
2025
Q4 		$89.1M Buy
446,419
+61,595
+16% +$12.3M 0.37% 46
2025
Q3 		$75.4M Sell
384,824
-13,850
-3% -$2.53M 0.34% 48
2025
Q2 		$69.1M Buy
398,674
+36,428
+10% +$5.52M 0.34% 43
2025
Q1 		$50.9M Buy
362,246
+10,813
+3% +$1.68M 0.25% 58
2024
Q4 		$56.1M Buy
351,433
+29,301
+9% +$4.64M 0.31% 58
2024
Q3 		$48.8M Sell
322,132
-2,207
-0.7% -$325K 0.27% 68
2024
Q2 		$46.4M Buy
324,339
+26,335
+9% +$3.64M 0.26% 68
2024
Q1 		$40.2M Buy
298,004
+23,396
+9% +$3.05M 0.27% 66
2023
Q4 		$33.7M Buy
274,608
+195,522
+247% +$22.1M 0.27% 66
2023
Q3 		$8.3M Sell
79,086
-5,506
-7% -$599K 0.08% 267
2023
Q2 		$9.21M Sell
84,592
-9,511
-10% -$934K 0.09% 240
2023
Q1 		$8.73M Sell
94,103
-104,603
-53% -$8.78M 0.09% 237
2022
Q4 		$14.8M Buy
198,706
+91,571
+85% +$7.01M 0.13% 177
2022
Q3 		$7.86M Sell
107,135
-1,466
-1% -$124K 0.08% 257
2022
Q2 		$8.68M Sell
108,601
-11,594
-10% -$1.03M 0.09% 239
2022
Q1 		$12.4M Buy
120,195
+10,259
+9% +$1.05M 0.13% 178
2021
Q4 		$12.6M Buy
109,936
+14,694
+15% +$1.63M 0.13% 181
2021
Q3 		$9.64M Buy
95,242
+12,223
+15% +$1.28M 0.1% 228
2021
Q2 		$8.25M Buy
83,019
+7,646
+10% +$713K 0.09% 237
2021
Q1 		$6.61M Sell
75,373
-12,465
-14% -$1.09M 0.08% 267
2020
Q4 		$7.47M Buy
87,838
+30,734
+54% +$2.46M 0.09% 253
2020
Q3 		$4.41M Buy
+57,104
New +$4.17M 0.08% 261

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Kestra Advisory Services reduced its iShares US Technology ETF (IYW) stake by 3.6% in Q2 2026, selling an estimated $4.05M and leaving 477,728 shares worth $120M. The position accounts for 0.39% of the portfolio, ranked #38.

Kestra Advisory Services first reported a position in IYW in Q3 2020 and has held it in 24 quarters since. 1,297 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Kestra Advisory Services held 477,728 shares of iShares US Technology ETF worth $120M as of Q2 2026.
  • Kestra Advisory Services sold 17,631 iShares US Technology ETF shares in Q2 2026, an estimated $4.05M.
  • iShares US Technology ETF made up 0.39% of Kestra Advisory Services's portfolio in Q2 2026, its #38 holding.
  • Kestra Advisory Services first reported a position in iShares US Technology ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,297 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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