Position history for Kestra Advisory Services, LLC's holdings in ISHARES TR
Kestra Advisory Services, LLC holds 443,371 shares of QUAL (ISHARES TR), worth $85M as of 2026-Q1. The position was decreased (-39.1% shares). QUAL represents 0.3% of Kestra Advisory Services, LLC's portfolio.
Current Value
$85M
Current Shares
443,371
Total Value Change
-$12.6M
Total Shares Change
-128,463
Other major holders of QUAL: Steward Partners Investment Advisory, LLC, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 443,371 |
-39.1% |
| $85M |
| 0.3% |
| $202.29 |
0 |
| 2025-Q4 | Increased | 727,584 | +32.2% | $144.5M | 0.6% | $200.10 | 54 |
| 2025-Q3 | Increased | 550,293 | +2.9% | $107M | 0.5% | $192.77 | 37 |
| 2025-Q2 | Decreased | 534,579 | -1.4% | $97.7M | 0.5% | $180.59 | 0 |
| 2025-Q1 | Decreased | 541,903 | -5.1% | $92.6M | 0.4% | $168.31 | 0 |
| 2024-Q4 | Increased | 571,071 | +4.3% | $101.7M | 0.6% | $176.81 | 44 |
| 2024-Q3 | Decreased | 547,809 | -4.2% | $98.2M | 0.5% | $176.39 | 0 |
| 2024-Q2 | Increased | 571,834 | +16.1% | $97.6M | 0.5% | $168.05 | 49 |