Position history for Kestra Advisory Services, LLC's holdings in ISHARES TR
Kestra Advisory Services, LLC holds 329,668 shares of USMV (ISHARES TR), worth $30.6M as of 2026-Q1. The position was increased (+17.6% shares). USMV represents 0.1% of Kestra Advisory Services, LLC's portfolio.
Current Value
$30.6M
Current Shares
329,668
Total Value Change
+$1.8M
Total Shares Change
-13,179
Other major holders of USMV: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, ENVESTNET ASSET MANAGEMENT INC, MORGAN STANLEY
Increased |
| 329,668 |
+17.6% |
| $30.6M |
| 0.1% |
| $97.21 |
40 |
| 2025-Q4 | Increased | 280,368 | +5.3% | $26.4M | 0.1% | $94.95 | 36 |
| 2025-Q3 | Decreased | 266,139 | -2.0% | $25.3M | 0.1% | $94.33 | 0 |
| 2025-Q2 | Increased | 271,470 | +18.5% | $25.5M | 0.1% | $92.27 | 40 |
| 2025-Q1 | Decreased | 229,169 | -28.2% | $21.5M | 0.1% | $91.68 | 0 |
| 2024-Q4 | Increased | 319,103 | +7.3% | $28.3M | 0.2% | $87.40 | 37 |
| 2024-Q3 | Decreased | 297,502 | -13.2% | $27.2M | 0.1% | $89.30 | 0 |
| 2024-Q2 | Increased | 342,847 | +5.0% | $28.8M | 0.2% | $81.96 | 36 |