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IYFIYF
24 quarters

Position history for Kestra Advisory Services, LLCKestra Advisory Services, LLC's holdings in ISHARES TR

Yes. Kestra Advisory Services holds 184,347 shares of IYF, worth $23.5M, as of its Q2 2026 13F filing. It reduced the position by 7,362 shares (-3.8%) from Q1 2026. Kestra Advisory Services has held IYF in every 13F on record since Q3 2020, 24 quarterly filings. IYF is 0.1% of Kestra Advisory Services' reported 13F portfolio.

Current Value

$23.5M

Current Shares

184,347

Total Value Change

+$22.9M

Total Shares Change

+184,261

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
184,347
-3.8%
$23.5M0.1%$127.51
0
2026-Q1
Decreased
191,709
-1.7%
$22.6M0.1%$122.04
0
2025-Q4
Increased
194,983
+43.3%
$25.1M0.1%$129.86
46
2025-Q3
Decreased
136,068
-17.9%
$17.2M0.1%$126.60
0
2025-Q2
Increased
165,814
+1.0%
$20.1M0.1%$119.09
29
2025-Q1
Increased
164,241
+3.9%
$18.5M0.1%$110.49
29
2024-Q4
Increased
158,074
+44.1%
$17.5M0.1%$109.02
38
2024-Q3
Decreased
109,691
-1.4%
$11.4M0.1%$101.62
0
2024-Q2
Decreased
111,301
-3.5%
$10.4M0.1%$92.55
0
2024-Q1
Decreased
115,358
-3.0%
$11M0.1%$93.31
0
2023-Q4
Increased
118,918
+138.0%
$10.2M0.1%$83.04
45
2023-Q3
Increased
49,962
+1.6%
$3.7M0.0%$72.34
27
2023-Q2
Increased
49,179
+249.2%
$3.7M0.0%$71.34
43
2023-Q1
Decreased
14,085
-3.1%
$1M0.0%$67.51
0
2022-Q4
Increased
14,538
+0.2%
$1.1M0.0%$72.01
25
2022-Q3
Increased
14,515
+4.0%
$980,0000.0%$64.71
26
2022-Q2
Decreased
13,959
-0.3%
$977,0000.0%$66.60
0
2022-Q1
Increased
13,998
+2.1%
$1.2M0.0%$81.18
26
2021-Q4
Decreased
13,714
-0.5%
$1.2M0.0%$81.32
0
2021-Q3
Increased
13,780
+4.9%
$1.1M0.0%$78.28
26
2021-Q2
Increased
13,132
+1.2%
$1.1M0.0%$75.38
25
2021-Q1
Decreased
12,973
-58.8%
$971,0000.0%$69.87
0
2020-Q4
Increased
31,448
+365x
$2.1M0.0%$61.04
42
2020-Q3
First report
86
-
$636,0000.0%$51.67
0

Other major holders of IYF: Dynasty Wealth Management, LLC, Fisher Asset Management, LLC

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