Position history for Kestra Advisory Services, LLC's holdings in ISHARES TR
Kestra Advisory Services, LLC holds 232,228 shares of IWM (ISHARES TR), worth $57.2M as of 2025-Q4. The position was decreased (-13.3% shares). IWM represents 0.2% of Kestra Advisory Services, LLC's portfolio.
Current Value
$57.2M
Current Shares
232,228
Total Value Change
+$12.4M
Total Shares Change
-8,080
Decreased |
| 232,228 |
-13.3% |
| $57.2M |
| 0.2% |
| $248.03 |
0 |
| 2025-Q3 | Increased | 267,952 | +33.5% | $64.8M | 0.3% | $240.81 | 45 |
| 2025-Q2 | Increased | 200,769 | +10.1% | $43.3M | 0.2% | $214.15 | 38 |
| 2025-Q1 | Decreased | 182,294 | -10.2% | $36.4M | 0.2% | $198.67 | 0 |
| 2024-Q4 | Decreased | 202,943 | -10.8% | $44.8M | 0.2% | $218.23 | 0 |
| 2024-Q3 | Decreased | 227,499 | -5.3% | $50.3M | 0.3% | $217.23 | 0 |
| 2024-Q2 | Increased | 240,308 | +11.8% | $44.7M | 0.3% | $199.36 | 39 |