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Ishares U S Etf Tr shares owned by Kestra Private Wealth Services

Quarter-by-quarter ownership of Ishares U S Etf Tr (CCRV) shares owned by Kestra Private Wealth Services from 13F filings

Historical chart of Kestra Private Wealth Services investment in Ishares U S Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares U S Etf Tr held by Kestra Private Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares U S Etf Tr by Kestra Private Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $461k 22k 21.25
2023-12-31 $377k 19k 19.76
2023-09-30 $323k 15k 22.35

More positions owned by Kestra Private Wealth Services

Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Value Etf (VTV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds Growth Etf (VUG)
Costco Wholesale Corporation (COST)
Visa Com Cl A (V)

View all positions for Kestra Private Wealth Services

Top funds holding Ishares U S Etf Tr

Family Investment Center
BKM Wealth Management
Jane Street
Bank Of Montreal
Kestra Private Wealth Services
Advisor Group Holdings
Bank of America Corporation
UBS Group
Farther Finance Advisors
Geneos Wealth Management

View all funds holding Ishares U S Etf Tr