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Kestra Advisory Services’s iShares Dow Jones US ETF IYY Stock Holding History

Kestra Advisory Services’s Portfolio IYY Stock Details IYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.69M Sell
47,683
-57,804
-55% -$10.2M 0.03% 565
2026
Q1 		$16.7M Buy
105,487
+70,621
+203% +$11.7M 0.06% 312
2025
Q4 		$5.78M Buy
34,866
+6,035
+21% +$993K 0.02% 648
2025
Q3 		$4.68M Buy
28,831
+1,465
+5% +$229K 0.02% 713
2025
Q2 		$4.13M Buy
27,366
+4,763
+21% +$663K 0.02% 734
2025
Q1 		$3.08M Buy
22,603
+6,107
+37% +$876K 0.01% 786
2024
Q4 		$2.36M Buy
16,496
+3,647
+28% +$525K 0.01% 915
2024
Q3 		$1.79M Buy
12,849
+120
+0.9% +$16.1K 0.01% 1009
2024
Q2 		$1.56M Sell
12,729
-28
-0.2% -$3.57K 0.01% 1091
2024
Q1 		$1.63M Buy
12,757
+2,351
+23% +$286K 0.01% 979
2023
Q4 		$1.21M Buy
10,406
+3,972
+62% +$432K 0.01% 1024
2023
Q3 		$672K Sell
6,434
-11
-0.2% -$1.2K 0.01% 1207
2023
Q2 		$698K Buy
6,445
+107
+2% +$10.9K 0.01% 1149
2023
Q1 		$634K Sell
6,338
-1,641
-21% -$160K 0.01% 1160
2022
Q4 		$746K Buy
7,979
+1,214
+18% +$114K 0.01% 1191
2022
Q3 		$593K Sell
6,765
-1,086
-14% -$106K 0.01% 1225
2022
Q2 		$725K Buy
7,851
+2,068
+36% +$208K 0.01% 1121
2022
Q1 		$644K Sell
5,783
-3,516
-38% -$386K 0.01% 1142
2021
Q4 		$1.1M Sell
9,299
-2,529
-21% -$290K 0.01% 938
2021
Q3 		$1.28M Buy
11,828
+384
+3% +$42.6K 0.01% 890
2021
Q2 		$1.24M Buy
11,444
+897
+9% +$94.2K 0.01% 834
2021
Q1 		$1.05M Sell
10,547
-24,035
-70% -$2.35M 0.01% 843
2020
Q4 		$3.25M Buy
34,582
+34,422
+21,514% +$3.06M 0.04% 440
2020
Q3 		$887K Buy
+160
New +$13.2K 0.02% 665

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Kestra Advisory Services reduced its iShares Dow Jones US ETF (IYY) stake by 55% in Q2 2026, selling an estimated $10.2M and leaving 47,683 shares worth $8.69M. The position accounts for 0.03% of the portfolio, ranked #565.

Kestra Advisory Services first reported a position in IYY in Q3 2020 and has held it in 24 quarters since. The position peaked at $16.7M in Q1 2026. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Kestra Advisory Services held 47,683 shares of iShares Dow Jones US ETF worth $8.69M as of Q2 2026.
  • Kestra Advisory Services sold 57,804 iShares Dow Jones US ETF shares in Q2 2026, an estimated $10.2M.
  • iShares Dow Jones US ETF made up 0.03% of Kestra Advisory Services's portfolio in Q2 2026, its #565 holding.
  • Kestra Advisory Services first reported a position in iShares Dow Jones US ETF in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's iShares Dow Jones US ETF position peaked at $16.7M in Q1 2026.
  • 292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

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