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Ishares Tr shares owned by Kestra Private Wealth Services

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

Historical chart of Kestra Private Wealth Services investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares 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 Tr by Kestra Private Wealth Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $397k 15k 26.23
2025-06-30 $321k 12k 25.91

More positions owned by Kestra Private Wealth Services

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Tesla Motors (TSLA)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)

View all positions for Kestra Private Wealth Services

Top funds holding Ishares Tr

Capital Investment Advisors
First Interstate Bank
Summit Financial
Sigma Investment Counselors
Golub Group
Morgan Stanley
MV Capital Management
Envision Financial Planning
Us Bancorp
Wells Fargo & Company
Ameriprise Financial
Arrow Financial Corp.
Rockefeller Capital Management
Mb, Levis & Associates
UBS Group

View all funds holding Ishares Tr