Question 1

Does Kestra Advisory Services own IWY stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Kestra Advisory Services holds 239,884 shares of IWY, worth $69.7M.

Question 2

How many shares of IWY does Kestra Advisory Services own?

Accepted Answer

As of its Q2 2026 13F, Kestra Advisory Services holds 239,884 shares of IWY.

Question 3

What is Kestra Advisory Services' IWY position worth?

Accepted Answer

As of its Q2 2026 13F, Kestra Advisory Services' IWY position is worth $69.7M.

Question 4

Is Kestra Advisory Services buying or selling IWY?

Accepted Answer

In Q2 2026, Kestra Advisory Services increased its IWY position by 139,381 shares (+138.7%).

Question 5

When did Kestra Advisory Services first buy IWY?

Accepted Answer

Kestra Advisory Services already held IWY in its Q3 2020 13F, the earliest on record, and has listed it in 24 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	239,884	+138.7%	$69.7M	0.2%	$290.38	57
2026-Q1	Increased	100,503	+6.4%	$25M	0.1%	$248.40	31
2025-Q4	Increased	94,466	+1.6%	$26.2M	0.1%	$276.24	35
2025-Q3	Increased	92,941	+2.8%	$25.4M	0.1%	$272.69	35
2025-Q2	Increased	90,433	+13.9%	$22.3M	0.1%	$245.41	39
2025-Q1	Decreased	79,398	-13.1%	$16.7M	0.1%	$209.78	0
2024-Q4	Decreased	91,322	-55.2%	$21.5M	0.1%	$233.72	0
2024-Q3	Increased	203,733	+0.3%	$44.8M	0.2%	$218.38	35

IWYShowing 8 of 24 quarters

IWY
Showing 8 of 24 quarters