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Kestra Private Wealth Services’s iShares US Financials ETF IYF Stock Holding History

Kestra Private Wealth Services’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
2026
Q2 		$1.22M Sell
9,594
-541
-5% -$67.2K 0.01% 799
2026
Q1 		$1.19M Sell
10,135
-314
-3% -$39K 0.01% 751
2025
Q4 		$1.35M Buy
10,449
+12
+0.1% +$1.5K 0.02% 677
2025
Q3 		$1.32M Buy
10,437
+69
+0.7% +$8.53K 0.02% 666
2025
Q2 		$1.25M Buy
10,368
+26
+0.3% +$2.93K 0.02% 654
2025
Q1 		$1.17M Sell
10,342
-192
-2% -$22K 0.02% 623
2024
Q4 		$1.16M Sell
10,534
-171
-2% -$19K 0.02% 595
2024
Q3 		$1.11M Buy
10,705
+156
+1% +$15.6K 0.02% 584
2024
Q2 		$998K Buy
10,549
+1,226
+13% +$115K 0.02% 573
2024
Q1 		$892K Buy
9,323
+1,061
+13% +$94.5K 0.02% 584
2023
Q4 		$706K Buy
8,262
+818
+11% +$63.8K 0.02% 617
2023
Q3 		$557K Hold
7,444
– – 0.02% 629
2023
Q2 		$555K Buy
7,444
+107
+1% +$7.71K 0.02% 602
2023
Q1 		$522K Buy
7,337
+9
+0.1% +$692 0.02% 584
2022
Q4 		$553K Buy
+7,328
New +$549K 0.03% 498
2022
Q3 		– Sell
-2,981
Closed -$209K – 937
2022
Q2 		$209K Sell
2,981
-95
-3% -$7.25K 0.01% 783
2022
Q1 		$260K Buy
3,076
+506
+20% +$43.6K 0.01% 792
2021
Q4 		$223K Buy
2,570
+5
+0.2% +$435 0.01% 868
2021
Q3 		$212K Buy
+2,565
New +$213K 0.01% 829

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
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

Kestra Private Wealth Services's IYF Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its iShares US Financials ETF (IYF) stake by 5.3% in Q2 2026, selling an estimated $67.2K and leaving 9,594 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #799.

Kestra Private Wealth Services first reported a position in IYF in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.35M in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Kestra Private Wealth Services held 9,594 shares of iShares US Financials ETF worth $1.22M as of Q2 2026.
  • Kestra Private Wealth Services sold 541 iShares US Financials ETF shares in Q2 2026, an estimated $67.2K.
  • iShares US Financials ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #799 holding.
  • Kestra Private Wealth Services first reported a position in iShares US Financials ETF in Q3 2021 and has held it in 19 quarters since.
  • Kestra Private Wealth Services's iShares US Financials ETF position peaked at $1.35M in Q4 2025.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

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