iShares S&P 500 Index shares owned by Kestra Private Wealth Services
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Kestra Private Wealth Services
from 13F filings
Historical chart of Kestra Private Wealth Services investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Kestra Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $70M | 105k | 669.30 |
| 2025-06-30 | $74M | 120k | 620.90 |
| 2025-03-31 | $52M | 93k | 561.90 |
| 2024-12-31 | $54M | 91k | 588.68 |
| 2024-09-30 | $48M | 84k | 576.82 |
| 2024-06-30 | $50M | 91k | 547.23 |
| 2024-03-31 | $50M | 95k | 525.73 |
| 2023-12-31 | $49M | 103k | 477.63 |
| 2023-09-30 | $32M | 76k | 429.43 |
| 2023-06-30 | $31M | 70k | 445.71 |
| 2023-03-31 | $25M | 61k | 411.08 |
| 2022-12-31 | $16M | 41k | 384.21 |
| 2022-09-30 | $18M | 49k | 358.65 |
| 2022-06-30 | $16M | 41k | 379.16 |
| 2022-03-31 | $16M | 36k | 453.67 |
| 2021-12-31 | $19M | 41k | 476.98 |
| 2021-09-30 | $17M | 39k | 430.81 |
| 2021-06-30 | $15M | 36k | 429.93 |
| 2021-03-31 | $14M | 34k | 397.83 |
| 2020-12-31 | $13M | 34k | 373.29 |
| 2020-09-30 | $9.3M | 27k | 342.86 |
More positions owned by Kestra Private Wealth Services
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