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IBMSIBMS
6 quarters

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

Kestra Advisory Services, LLC holds 72,751 shares of IBMS (ISHARES TR), worth $1.9M as of 2026-Q2. The position was increased (+3.7% shares). IBMS represents 0.0% of Kestra Advisory Services, LLC's portfolio.

Current Value

$1.9M

Current Shares

72,751

Total Value Change

+$1.5M

Total Shares Change

+58,170

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
72,751
+3.7%
$1.9M0.0%$25.76
27
2026-Q1
Increased
70,183
+17.7%
$1.8M0.0%$25.57
30
2025-Q4
Increased
59,618
+38.4%
$1.6M0.0%$25.69
34
2025-Q3
Increased
43,087
+34.2%
$1.1M0.0%$25.50
32
2025-Q2
Increased
32,104
+120.2%
$823,7810.0%$24.92
40
2025-Q1
New
14,581
-
$370,3570.0%$24.52
33

Other major holders of IBMS: MERCER GLOBAL ADVISORS INC /ADV, HighTower Advisors, LLC

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