Position history for Kestra Advisory Services, LLC's holdings in ISHARES TR
Kestra Advisory Services, LLC holds 180,546 shares of IWD (ISHARES TR), worth $38M as of 2025-Q4. The position was increased (++19.5% shares). IWD represents 0.2% of Kestra Advisory Services, LLC's portfolio.
Current Value
$38M
Current Shares
180,546
Total Value Change
+$1.7M
Total Shares Change
-34,387
Other major holders of IWD: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC
Increased |
| 180,546 |
+19.5% |
| $38M |
| 0.2% |
| $211.94 |
41 |
| 2025-Q3 | Increased | 151,075 | +0.5% | $30.8M | 0.1% | $202.24 | 35 |
| 2025-Q2 | Decreased | 150,301 | -11.8% | $29.2M | 0.1% | $191.58 | 0 |
| 2025-Q1 | Decreased | 170,436 | -20.8% | $32.1M | 0.2% | $183.74 | 0 |
| 2024-Q4 | Increased | 215,298 | +3.8% | $39.9M | 0.2% | $181.36 | 36 |
| 2024-Q3 | Decreased | 207,498 | -3.5% | $39.4M | 0.2% | $184.97 | 0 |
| 2024-Q2 | Increased | 214,933 | +1.0% | $36.3M | 0.2% | $169.57 | 35 |