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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
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 $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Kestra Advisory Services's IYW Position: Q1 2026 in Review

Kestra Advisory Services increased its iShares US Technology ETF (IYW) stake by 11% in Q1 2026, buying an estimated $9.46M and bringing the position to 495,359 shares worth $89.9M. The position accounts for 0.34% of the portfolio, ranked #48.

Kestra Advisory Services first reported a position in IYW in Q3 2020 and has held it in 23 quarters since. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Kestra Advisory Services held 495,359 shares of iShares US Technology ETF worth $89.9M as of Q1 2026.
  • Kestra Advisory Services bought 48,940 iShares US Technology ETF shares in Q1 2026, an estimated $9.46M.
  • iShares US Technology ETF made up 0.34% of Kestra Advisory Services's portfolio in Q1 2026, its #48 holding.
  • Kestra Advisory Services first reported a position in iShares US Technology ETF in Q3 2020 and has held it in 23 quarters since.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.