Position history for Kestra Advisory Services, LLC's holdings in ISHARES TR
Kestra Advisory Services, LLC holds 158,720 shares of IWS (ISHARES TR), worth $22.4M as of 2025-Q4. The position was increased (++9.2% shares). IWS represents 0.1% of Kestra Advisory Services, LLC's portfolio.
Current Value
$22.4M
Current Shares
158,720
Total Value Change
+$1.5M
Total Shares Change
-18,360
Other major holders of IWS: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, TIAA TRUST, NATIONAL ASSOCIATION
Increased |
| 158,720 |
+9.2% |
| $22.4M |
| 0.1% |
| $142.38 |
31 |
| 2025-Q3 | Decreased | 145,313 | -3.1% | $20.3M | 0.1% | $138.71 | 0 |
| 2025-Q2 | Decreased | 150,025 | -16.0% | $19.8M | 0.1% | $130.39 | 0 |
| 2025-Q1 | Decreased | 178,596 | -1.8% | $22.5M | 0.1% | $123.56 | 0 |
| 2024-Q4 | Increased | 181,789 | +3.3% | $23.5M | 0.1% | $127.07 | 35 |
| 2024-Q3 | Decreased | 176,024 | -0.6% | $23.3M | 0.1% | $129.34 | 0 |
| 2024-Q2 | Increased | 177,080 | +1.3% | $20.9M | 0.1% | $117.78 | 34 |