Position history for Kestra Advisory Services, LLC's holdings in ISHARES TR
Kestra Advisory Services, LLC holds 859,413 shares of IVW (ISHARES TR), worth $97.2M as of 2026-Q1. The position was increased (+10.8% shares). IVW represents 0.4% of Kestra Advisory Services, LLC's portfolio.
Current Value
$97.2M
Current Shares
859,413
Total Value Change
+$43.3M
Total Shares Change
+224,826
Other major holders of IVW: BNP PARIBAS FINANCIAL MARKETS
Increased |
| 859,413 |
+10.8% |
| $97.2M |
| 0.4% |
| $118.67 |
40 |
| 2025-Q4 | Increased | 775,929 | +12.5% | $95.6M | 0.4% | $124.16 | 40 |
| 2025-Q3 | Decreased | 689,623 | -2.9% | $83.3M | 0.4% | $120.03 | 0 |
| 2025-Q2 | Increased | 710,137 | +11.9% | $78.2M | 0.4% | $109.25 | 40 |
| 2025-Q1 | Decreased | 634,418 | -3.6% | $58.9M | 0.3% | $92.24 | 0 |
| 2024-Q4 | Increased | 658,404 | +10.1% | $66.8M | 0.4% | $101.96 | 39 |
| 2024-Q3 | Decreased | 598,017 | -5.8% | $57.3M | 0.3% | $94.72 | 0 |
| 2024-Q2 | Increased | 634,587 | +27.0% | $53.9M | 0.3% | $91.87 | 44 |