Position history for Kestra Advisory Services, LLC's holdings in ISHARES TR
Kestra Advisory Services, LLC holds 40,198 shares of IWV (ISHARES TR), worth $15.6M as of 2025-Q4. The position was increased (++0.8% shares). IWV represents 0.1% of Kestra Advisory Services, LLC's portfolio.
Current Value
$15.6M
Current Shares
40,198
Total Value Change
+$4.6M
Total Shares Change
+4,810
Other major holders of IWV: SCS Capital Management LLC
Increased |
| 40,198 |
+0.8% |
| $15.6M |
| 0.1% |
| $389.73 |
28 |
| 2025-Q3 | Increased | 39,883 | +7.4% | $15.1M | 0.1% | $376.62 | 30 |
| 2025-Q2 | Decreased | 37,135 | -34.5% | $13M | 0.1% | $347.37 | 0 |
| 2025-Q1 | Increased | 56,688 | +0.9% | $18M | 0.1% | $313.50 | 28 |
| 2024-Q4 | Increased | 56,176 | +19.1% | $18.8M | 0.1% | $332.13 | 40 |
| 2024-Q3 | Increased | 47,157 | +33.3% | $15.4M | 0.1% | $321.26 | 36 |
| 2024-Q2 | Decreased | 35,388 | -1.9% | $10.9M | 0.1% | $303.55 | 0 |