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

Kestra Private Wealth 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 		– Sell
-3,845
Closed -$609K – 1869
2026
Q1 		$609K Sell
3,845
-3
-0.1% -$496 0.01% 1101
2025
Q4 		$638K Sell
3,848
-199
-5% -$32.7K 0.01% 1030
2025
Q3 		$658K Sell
4,047
-261
-6% -$40.8K 0.01% 968
2025
Q2 		$650K Buy
4,308
+31
+0.7% +$4.32K 0.01% 920
2025
Q1 		$582K Sell
4,277
-18
-0.4% -$2.58K 0.01% 886
2024
Q4 		$615K Sell
4,295
-144
-3% -$20.7K 0.01% 835
2024
Q3 		$620K Sell
4,439
-238
-5% -$32K 0.01% 798
2024
Q2 		$619K Sell
4,677
-49
-1% -$6.25K 0.01% 748
2024
Q1 		$605K Sell
4,726
-269
-5% -$32.7K 0.01% 726
2023
Q4 		$582K Sell
4,995
-227
-4% -$24.7K 0.01% 681
2023
Q3 		$546K Hold
5,222
– – 0.02% 632
2023
Q2 		$566K Buy
5,222
+51
+1% +$5.22K 0.02% 595
2023
Q1 		$517K Sell
5,171
-109
-2% -$10.7K 0.02% 587
2022
Q4 		$493K Buy
5,280
+1
+0% +$94 0.03% 528
2022
Q3 		$463K Buy
5,279
+1
+0% +$97 0.03% 516
2022
Q2 		$487K Buy
5,278
+1
+0% +$100 0.03% 514
2022
Q1 		$588K Buy
5,277
+1,061
+25% +$117K 0.03% 522
2021
Q4 		$497K Buy
4,216
+301
+8% +$34.6K 0.02% 589
2021
Q3 		$422K Buy
3,915
+1
+0% +$111 0.02% 591
2021
Q2 		$423K Hold
3,914
– – 0.03% 559
2021
Q1 		$391K Sell
3,914
-119
-3% -$11.6K 0.03% 518
2020
Q4 		$379K Sell
4,033
-359
-8% -$31.9K 0.03% 500
2020
Q3 		$366K Buy
+4,392
New +$361K 0.03% 448

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 Private Wealth Services's IYY Position: Q2 2026 in Review

Kestra Private Wealth Services sold out of iShares Dow Jones US ETF (IYY) in Q2 2026, closing a stake of 3,845 shares — an estimated $609K sold.

Kestra Private Wealth Services first reported a position in IYY in Q3 2020 and held it in 23 quarters. The position peaked at $658K in Q3 2025. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Kestra Private Wealth Services reported no remaining iShares Dow Jones US ETF position as of Q2 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 3,845 iShares Dow Jones US ETF shares in Q2 2026, an estimated $609K.
  • Kestra Private Wealth Services first reported a position in iShares Dow Jones US ETF in Q3 2020 and held it in 23 quarters.
  • Kestra Private Wealth Services's iShares Dow Jones US ETF position peaked at $658K in Q3 2025.
  • 292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

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