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IYW
Showing 8 of 23 quarters

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

Kestra Advisory Services, LLC holds 495,359 shares of IYW (ISHARES TR), worth $89.9M as of 2026-Q1. The position was increased (+11.0% shares). IYW represents 0.3% of Kestra Advisory Services, LLC's portfolio.

Current Value

$89.9M

Current Shares

495,359

Total Value Change

+$43.5M

Total Shares Change

+171,020

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
495,359
+11.0%
$89.9M0.3%$188.91
40
2025-Q4
Increased
446,419
+16.0%
$89.1M0.4%$201.51
41
2025-Q3
Decreased
384,824
-3.5%
$75.4M0.3%$194.88
0
2025-Q2
Increased
398,674
+10.1%
$69.1M0.3%$171.67
39
2025-Q1
Increased
362,246
+3.1%
$50.9M0.2%$140.50
36
2024-Q4
Increased
351,433
+9.1%
$56.1M0.3%$160.74
38
2024-Q3
Decreased
322,132
-0.7%
$48.8M0.3%$150.70
0
2024-Q2
Increased
324,339
+8.8%
$46.4M0.3%$150.09
38

Other major holders of IYW: ENVESTNET ASSET MANAGEMENT INC

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