Kestra Investment Management
IYF icon

Kestra Investment Management’s iShares US Financials ETF IYF Stock Holding History

Kestra Investment Management’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-310
Closed -$34.3K – 1196
2024
Q4 		$34.3K Buy
+310
New +$34.5K ﹤0.01% 613

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Morgan Stanley
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Phoenix Financial
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
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HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Kestra Investment Management's IYF Position: Q1 2025 in Review

Kestra Investment Management sold out of iShares US Financials ETF (IYF) in Q1 2025, closing a stake of 310 shares — an estimated $34.3K sold.

Kestra Investment Management first reported a position in IYF in Q4 2024 and held it in 1 quarter. The position peaked at $34.3K in Q4 2024. 424 funds tracked by Wall St. Rank hold IYF as of Q1 2025.

  • Kestra Investment Management reported no remaining iShares US Financials ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 310 iShares US Financials ETF shares in Q1 2025, an estimated $34.3K.
  • Kestra Investment Management first reported a position in iShares US Financials ETF in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's iShares US Financials ETF position peaked at $34.3K in Q4 2024.
  • 424 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.