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

As of 2026-Q2, Kestra Advisory Services, LLC holds 861,433 shares of IVW (ISHARES S&P 500 GROWTH ETF).

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

As of 2026-Q2, Kestra Advisory Services, LLC's IVW position is worth $118.5M.

Is Kestra Advisory Services, LLC buying or selling IVW?

In 2026-Q2, Kestra Advisory Services, LLC increased their IVW position (+0.2% change in shares).

When did Kestra Advisory Services, LLC first buy IVW?

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

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Kestra Advisory Services, LLC

IVW
24 quarters

Position history for Kestra Advisory Services, LLC's holdings in ISHARES S&P 500 GROWTH ETF

Current Value

$118.5M

Current Shares

861,433

Total Value Change

+$96.2M

Total Shares Change

+764,713

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	861,433	+0.2%	$118.5M	0.4%	$137.53	36
2026-Q1	Increased	859,413	+10.8%	$97.2M	0.4%	$113.00	40
2025-Q4	Increased	775,929	+12.5%	$95.6M	0.4%	$123.04	40
2025-Q3	Decreased	689,623	-2.9%	$83.3M	0.4%	$120.38	0
2025-Q2	Increased	710,137	+11.9%	$78.2M	0.4%	$109.66	40
2025-Q1	Decreased	634,418	-3.6%	$58.9M	0.3%	$92.36	0
2024-Q4	Increased	658,404	+10.1%	$66.8M	0.4%	$100.90	39
2024-Q3	Decreased	598,017	-5.8%	$57.3M	0.3%	$95.03	0
2024-Q2	Increased	634,587	+27.0%	$53.9M	0.3%	$91.87	44
2024-Q1	Increased	499,503	+16.3%	$42.2M	0.3%	$83.76	40
2023-Q4	Increased	429,549	+5.3%	$32.3M	0.3%	$74.42	36
2023-Q3	Increased	407,923	+21.6%	$27.9M	0.3%	$67.61	41
2023-Q2	Decreased	335,544	-5.0%	$23.6M	0.2%	$69.30	0
2023-Q1	Decreased	353,258	-21.5%	$22.6M	0.2%	$62.68	0
2022-Q4	Increased	449,962	+47.1%	$26.3M	0.2%	$57.32	47
2022-Q3	Increased	305,936	+11.2%	$17.7M	0.2%	$56.46	38
2022-Q2	Decreased	275,232	-14.8%	$16.6M	0.2%	$58.75	0
2022-Q1	Increased	323,028	+3.7%	$24.7M	0.3%	$74.23	36
2021-Q4	Decreased	311,449	-8.7%	$26.1M	0.3%	$81.18	0
2021-Q3	Increased	340,940	+11.0%	$25.2M	0.3%	$71.63	38
2021-Q2	Decreased	307,195	-9.9%	$22.3M	0.3%	$70.38	0
2021-Q1	Decreased	341,136	-27.6%	$22.2M	0.3%	$62.93	0
2020-Q4	Increased	471,079	+387.1%	$30M	0.3%	$61.59	56
2020-Q3	New	96,720	-	$22.3M	0.4%	$55.62	47

Other major holders of IVW: Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, ENVESTNET ASSET MANAGEMENT INC

IVW24 quarters

IVW
24 quarters