Position history for Kestra Advisory Services, LLC's holdings in ISHARES TR
Kestra Advisory Services, LLC holds 4,501 shares of IWX (ISHARES TR), worth $413,448 as of 2025-Q4. The position was increased (++81.6% shares). IWX represents 0.0% of Kestra Advisory Services, LLC's portfolio.
Current Value
$413,448
Current Shares
4,501
Total Value Change
+$413,448
Total Shares Change
+4,501
Other major holders of IWX: TIAA TRUST, NATIONAL ASSOCIATION
Increased |
| 4,501 |
+81.6% |
| $413,448 |
| 0.0% |
| $92.45 |
37 |
| 2025-Q3 | Decreased | 2,478 | -18.2% | $217,734 | 0.0% | $87.34 | 0 |
| 2025-Q2 | Decreased | 3,028 | -49.6% | $254,964 | 0.0% | $83.19 | 0 |
| 2025-Q1 | New | 6,013 | - | $494,148 | 0.0% | $80.26 | 33 |
| 2024-Q4 | Exited | 0 | -100.0% | $0 | 0.0% | $77.51 | 0 |
| 2024-Q3 | New | 8,167 | - | $663,764 | 0.0% | $79.11 | 34 |
| 2024-Q2 | Exited | 0 | -100.0% | $0 | 0.0% | $72.78 | 0 |