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Showing 8 of 23 quarters

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

Kestra Advisory Services, LLC holds 46,552 shares of ISCV (ISHARES TR), worth $3.6M as of 2026-Q2. The position was increased (+0.7% shares). ISCV represents 0.0% of Kestra Advisory Services, LLC's portfolio.

Current Value

$3.6M

Current Shares

46,552

Total Value Change

+$1.1M

Total Shares Change

+6,226

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
46,552
+0.7%
$3.6M0.0%$78.32
27
2026-Q1
Increased
46,233
+4.2%
$3.2M0.0%$72.26
28
2025-Q4
Increased
44,387
+1.7%
$3M0.0%$69.06
27
2025-Q3
Increased
43,633
+0.5%
$2.9M0.0%$66.08
26
2025-Q2
Increased
43,430
+1.1%
$2.7M0.0%$60.79
26
2025-Q1
Increased
42,972
+2.0%
$2.5M0.0%$58.15
27
2024-Q4
Increased
42,113
+4.4%
$2.7M0.0%$61.71
27
2024-Q3
Increased
40,326
+2.0%
$2.6M0.0%$61.56
27

Other major holders of ISCV: EXCHANGE TRADED CONCEPTS, LLC, Steward Partners Investment Advisory, LLC

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