Position history for Kestra Advisory Services, LLC's holdings in ISHARES TR
Kestra Advisory Services, LLC holds 312,220 shares of IWR (ISHARES TR), worth $30.4M as of 2026-Q1. The position was increased (+23.2% shares). IWR represents 0.1% of Kestra Advisory Services, LLC's portfolio.
Current Value
$30.4M
Current Shares
312,220
Total Value Change
+$17.7M
Total Shares Change
+135,893
Other major holders of IWR: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 312,220 |
+23.2% |
| $30.4M |
| 0.1% |
| $101.75 |
42 |
| 2025-Q4 | Decreased | 253,366 | -3.2% | $24.4M | 0.1% | $97.26 | 0 |
| 2025-Q3 | Decreased | 261,848 | -9.9% | $25.3M | 0.1% | $96.09 | 0 |
| 2025-Q2 | Increased | 290,717 | +25.4% | $26.7M | 0.1% | $90.83 | 42 |
| 2025-Q1 | Increased | 231,754 | +19.9% | $19.7M | 0.1% | $83.76 | 34 |
| 2024-Q4 | Increased | 193,240 | +23.5% | $17.1M | 0.1% | $87.25 | 34 |
| 2024-Q3 | Decreased | 156,490 | -11.3% | $13.8M | 0.1% | $86.54 | 0 |
| 2024-Q2 | Increased | 176,327 | +7.7% | $12.7M | 0.1% | $79.38 | 30 |