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Showing 8 of 24 quarters

Position history for Kestra Advisory Services, LLCKestra Advisory Services, LLC's holdings in ISHARES MORNINGSTAR MID-CAP ETF

Kestra Advisory Services, LLC holds 117,549 shares of IMCB (ISHARES MORNINGSTAR MID-CAP ETF), worth $11.4M as of 2026-Q2. The position was increased (+0.4% shares). IMCB represents 0.0% of Kestra Advisory Services, LLC's portfolio.

Current Value

$11.4M

Current Shares

117,549

Total Value Change

+$8.2M

Total Shares Change

+75,909

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
117,549
+0.4%
$11.4M0.0%$96.56
28
2026-Q1
Increased
117,073
+14.9%
$9.8M0.0%$83.18
32
2025-Q4
Increased
101,891
+121.9%
$8.4M0.0%$82.25
44
2025-Q3
Decreased
45,913
-3.5%
$3.8M0.0%$82.22
0
2025-Q2
Increased
47,602
+11.3%
$3.8M0.0%$78.58
30
2025-Q1
Increased
42,778
+1.9%
$3.2M0.0%$72.83
27
2024-Q4
Increased
41,969
+0.8%
$3.2M0.0%$74.60
27
2024-Q3
Decreased
41,640
-2.7%
$3.2M0.0%$74.18
0

Other major holders of IMCB: HighTower Advisors, LLC, UBS Group AG, MORGAN STANLEY

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