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IVW
Showing 8 of 23 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
859,413
+10.8%
$97.2M0.4%$118.67
40
2025-Q4
Increased
775,929
+12.5%
$95.6M0.4%$124.16
40
2025-Q3
Decreased
689,623
-2.9%
$83.3M0.4%$120.03
0
2025-Q2
Increased
710,137
+11.9%
$78.2M0.4%$109.25
40
2025-Q1
Decreased
634,418
-3.6%
$58.9M0.3%$92.24
0
2024-Q4
Increased
658,404
+10.1%
$66.8M0.4%$101.96
39
2024-Q3
Decreased
598,017
-5.8%
$57.3M0.3%$94.72
0
2024-Q2
Increased
634,587
+27.0%
$53.9M0.3%$91.87
44

Other major holders of IVW: ENVESTNET ASSET MANAGEMENT INC, JPMORGAN CHASE & CO

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