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IBMRIBMR
8 quarters

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

Kestra Advisory Services, LLC holds 84,962 shares of IBMR (ISHARES TR), worth $2.2M as of 2026-Q2. The position was increased (+5.7% shares). IBMR represents 0.0% of Kestra Advisory Services, LLC's portfolio.

Current Value

$2.2M

Current Shares

84,962

Total Value Change

+$1.9M

Total Shares Change

+74,490

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
84,962
+5.7%
$2.2M0.0%$25.34
27
2026-Q1
Increased
80,415
+20.5%
$2M0.0%$25.14
31
2025-Q4
Increased
66,733
+30.1%
$1.7M0.0%$25.11
32
2025-Q3
Decreased
51,295
-0.6%
$1.3M0.0%$25.00
0
2025-Q2
Increased
51,614
+110.7%
$1.3M0.0%$24.54
41
2025-Q1
Increased
24,492
+12.6%
$613,2800.0%$24.20
27
2024-Q4
Increased
21,758
+107.8%
$543,5150.0%$24.04
39
2024-Q3
New
10,472
-
$266,9190.0%$24.34
32

Other major holders of IBMR: MERCER GLOBAL ADVISORS INC /ADV, BANK OF AMERICA CORP /DE/

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