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IYHIYH
Showing 9 of 25 quarters

Position history for Kestra Advisory Services, LLCKestra Advisory Services, LLC's holdings in ISHARES TR

Yes. Kestra Advisory Services holds 430,280 shares of IYH, worth $30.8M, as of its Q3 2026 13F filing. It increased the position by 9,798 shares (+2.3%) from Q2 2026. Kestra Advisory Services has held IYH in every 13F on record since Q3 2020, 25 quarterly filings. IYH is 0.1% of Kestra Advisory Services' reported 13F portfolio.

Current Value

$30.8M

Current Shares

430,280

Total Value Change

+$8.9M

Total Shares Change

+93,856

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
430,280
+2.3%
$30.8M0.1%$71.56
29
2026-Q2
Decreased
420,482
-0.2%
$28.2M0.1%$67.01
0
2026-Q1
Increased
421,205
+8.7%
$26M0.1%$65.36
31
2025-Q4
Increased
387,474
+30.4%
$25.2M0.1%$65.50
43
2025-Q3
Decreased
297,106
-4.5%
$17.4M0.1%$57.08
0
2025-Q2
Decreased
311,145
-0.8%
$17.6M0.1%$55.77
0
2025-Q1
Decreased
313,738
-2.0%
$19.1M0.1%$59.76
0
2024-Q4
Decreased
320,290
-4.8%
$18.7M0.1%$57.43
0
2024-Q3
Decreased
336,424
-1.0%
$21.9M0.1%$63.57
0

Other major holders of IYH: FIL Ltd, PRUDENTIAL FINANCIAL INC, UBS Group AG, MORGAN STANLEY

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