Position history for Kestra Advisory Services, LLC's holdings in ISHARES TR
Kestra Advisory Services, LLC holds 179,305 shares of IWD (ISHARES TR), worth $38.3M as of 2026-Q1. The position was decreased (-0.7% shares). IWD represents 0.1% of Kestra Advisory Services, LLC's portfolio.
Current Value
$38.3M
Current Shares
179,305
Total Value Change
+$2M
Total Shares Change
-35,628
Other major holders of IWD: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC
Decreased |
| 179,305 |
-0.7% |
| $38.3M |
| 0.1% |
| $222.27 |
0 |
| 2025-Q4 | 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 |