How many shares of IYW does Kestra Advisory Services, LLC own?

As of 2026-Q2, Kestra Advisory Services, LLC holds 477,728 shares of IYW (ISHARES USTECHNOLOGY ETF).

What is Kestra Advisory Services, LLC's IYW position worth?

As of 2026-Q2, Kestra Advisory Services, LLC's IYW position is worth $120.5M.

Is Kestra Advisory Services, LLC buying or selling IYW?

In 2026-Q2, Kestra Advisory Services, LLC decreased their IYW position (-3.6% change in shares).

When did Kestra Advisory Services, LLC first buy IYW?

Based on available 13F filings, Kestra Advisory Services, LLC first reported a position in IYW in 2020-Q3. They have held the position across 24 quarters.

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Kestra Advisory Services, LLC

IYW
24 quarters

Position history for Kestra Advisory Services, LLC's holdings in ISHARES USTECHNOLOGY ETF

Current Value

$120.5M

Current Shares

477,728

Total Value Change

+$116.1M

Total Shares Change

+463,452

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	477,728	-3.6%	$120.5M	0.4%	$252.23	0
2026-Q1	Increased	495,359	+11.0%	$89.9M	0.3%	$188.91	40
2025-Q4	Increased	446,419	+16.0%	$89.1M	0.4%	$201.51	41
2025-Q3	Decreased	384,824	-3.5%	$75.4M	0.3%	$194.88	0
2025-Q2	Increased	398,674	+10.1%	$69.1M	0.3%	$171.67	39
2025-Q1	Increased	362,246	+3.1%	$50.9M	0.2%	$140.50	36
2024-Q4	Increased	351,433	+9.1%	$56.1M	0.3%	$160.74	38
2024-Q3	Decreased	322,132	-0.7%	$48.8M	0.3%	$150.70	0
2024-Q2	Increased	324,339	+8.8%	$46.4M	0.3%	$150.09	38
2024-Q1	Increased	298,004	+8.5%	$40.2M	0.3%	$134.62	38
2023-Q4	Increased	274,608	+247.2%	$33.7M	0.3%	$122.27	56
2023-Q3	Decreased	79,086	-6.5%	$8.3M	0.1%	$104.18	0
2023-Q2	Decreased	84,592	-10.1%	$9.2M	0.1%	$106.48	0
2023-Q1	Decreased	94,103	-52.6%	$8.7M	0.1%	$90.47	0
2022-Q4	Increased	198,706	+85.5%	$14.8M	0.1%	$73.77	52
2022-Q3	Decreased	107,135	-1.4%	$7.9M	0.1%	$73.85	0
2022-Q2	Decreased	108,601	-9.7%	$8.7M	0.1%	$80.15	0
2022-Q1	Increased	120,195	+9.3%	$12.4M	0.1%	$103.35	37
2021-Q4	Increased	109,936	+15.4%	$12.6M	0.1%	$113.97	38
2021-Q3	Increased	95,242	+14.7%	$9.6M	0.1%	$100.15	32
2021-Q2	Increased	83,019	+10.1%	$8.3M	0.1%	$98.18	30
2021-Q1	Decreased	75,373	-14.2%	$6.6M	0.1%	$84.66	0
2020-Q4	Increased	87,838	+515.3%	$7.5M	0.1%	$83.56	44
2020-Q3	New	14,276	-	$4.4M	0.1%	$73.31	37

Other major holders of IYW: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC

IYW24 quarters

IYW
24 quarters