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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
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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $68.3B AUM 20.5% 1-Year Est. Return

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

Kestra Advisory Services increased its iShares Dow Jones US ETF (IYY) stake by 203% in Q1 2026, buying an estimated $11.7M and bringing the position to 105,487 shares worth $16.7M. The position accounts for 0.06% of the portfolio, ranked #312.

Kestra Advisory Services first reported a position in IYY in Q3 2020 and has held it in 23 quarters since. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • Kestra Advisory Services held 105,487 shares of iShares Dow Jones US ETF worth $16.7M as of Q1 2026.
  • Kestra Advisory Services bought 70,621 iShares Dow Jones US ETF shares in Q1 2026, an estimated $11.7M.
  • iShares Dow Jones US ETF made up 0.06% of Kestra Advisory Services's portfolio in Q1 2026, its #312 holding.
  • Kestra Advisory Services first reported a position in iShares Dow Jones US ETF in Q3 2020 and has held it in 23 quarters since.
  • 276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

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