SIZE β€” ISHARES TR

Ownership history in Kestra Advisory Services, LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which Kestra Advisory Services, LLC reported a position in ISHARES TR (SIZE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

% of Fund (quarterly)    SIZE price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 2,866 β€” β€” 0.00% $461K $159.47

🏒 Other funds also holding SIZE

As of 2025 Q4 β€” sorted by position size

Trinity Wealth Management, LLC 3Y 6.68% Strategic Financial Services, Inc. 3Y 7Y 0.79% 46 Peaks LLC 0.18% BCGM Wealth Management, LLC 3Y 0.16% GTS SECURITIES LLC 0.07% Cypress Wealth Services, LLC 3Y 7Y 0.06% Keystone Financial Group 3Y 7Y 0.05% Lido Advisors, LLC 3Y 7Y 0.05% Strategic Blueprint, LLC 3Y 7Y 0.04% Rockefeller Capital Management L.P. 3Y 7Y 0.02%
← Back to Kestra Advisory Services, LLC Holdings