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Ishares Tr shares owned by Kestra Advisory Services

Quarter-by-quarter ownership of Ishares Tr (XVV) shares owned by Kestra Advisory Services from 13F filings

Historical chart of Kestra Advisory Services investment in Ishares Tr

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All positions including Ishares Tr held by Kestra Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Kestra Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 20k 51.52
2025-06-30 $961k 20k 47.69
2025-03-31 $899k 21k 42.78
2024-12-31 $915k 20k 45.30
2024-09-30 $810k 18k 44.22
2024-06-30 $528k 13k 42.05
2024-03-31 $360k 8.9k 40.29
2023-12-31 $292k 8.0k 36.39