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Showing 8 of 24 quarters

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

Kestra Advisory Services, LLC holds 28,350 shares of SMMV (ISHARES TR), worth $1.3M as of 2026-Q2. The position was decreased (-61.1% shares). SMMV represents 0.0% of Kestra Advisory Services, LLC's portfolio.

Current Value

$1.3M

Current Shares

28,350

Total Value Change

+$80,738

Total Shares Change

-1,662

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
28,350
-61.1%
$1.3M0.0%$46.04
0
2026-Q1
Decreased
72,858
-0.9%
$3.2M0.0%$45.99
0
2025-Q4
Decreased
73,549
-5.1%
$3.2M0.0%$43.61
0
2025-Q3
Increased
77,511
+414.6%
$3.3M0.0%$42.65
43
2025-Q2
Increased
15,063
+2.9%
$632,7960.0%$41.58
25
2025-Q1
Decreased
14,640
-0.9%
$606,8280.0%$40.73
0
2024-Q4
Decreased
14,780
-50.8%
$612,7790.0%$40.63
0
2024-Q3
Increased
30,012
+0.2%
$1.2M0.0%$39.65
25

Other major holders of SMMV: Steward Partners Investment Advisory, LLC, MERCER GLOBAL ADVISORS INC /ADV, ENVESTNET ASSET MANAGEMENT INC

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