Position history for Kestra Advisory Services, LLC's holdings in ISHARES TR
Kestra Advisory Services, LLC holds 100,503 shares of IWY (ISHARES TR), worth $25M as of 2026-Q1. The position was increased (+6.4% shares). IWY represents 0.1% of Kestra Advisory Services, LLC's portfolio.
Current Value
$25M
Current Shares
100,503
Total Value Change
-$16.8M
Total Shares Change
-102,701
Other major holders of IWY: TIAA TRUST, NATIONAL ASSOCIATION
Increased |
| 100,503 |
+6.4% |
| $25M |
| 0.1% |
| $261.70 |
31 |
| 2025-Q4 | Increased | 94,466 | +1.6% | $26.2M | 0.1% | $278.93 | 35 |
| 2025-Q3 | Increased | 92,941 | +2.8% | $25.4M | 0.1% | $271.67 | 35 |
| 2025-Q2 | Increased | 90,433 | +13.9% | $22.3M | 0.1% | $244.27 | 39 |
| 2025-Q1 | Decreased | 79,398 | -13.1% | $16.7M | 0.1% | $209.87 | 0 |
| 2024-Q4 | Decreased | 91,322 | -55.2% | $21.5M | 0.1% | $236.18 | 0 |
| 2024-Q3 | Increased | 203,733 | +0.3% | $44.8M | 0.2% | $217.61 | 35 |
| 2024-Q2 | Increased | 203,204 | +268.4% | $41.8M | 0.2% | $213.14 | 56 |