Kestra Advisory Services, LLC
Position in ISCV — iShares Morningstar Small-Cap Value ETF
CIK 1830819
AUSTIN, TX
All Filings in ISCV
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 ISCV | $3,213,655 | 46,233 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 ISCV | $3,040,509 | 44,387 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 ISCV | $2,907,703 | 43,633 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 ISCV | $2,666,167 | 43,430 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 ISCV | $2,548,239 | 42,972 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 ISCV | $2,670,385 | 42,113 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 ISCV | $2,559,894 | 40,326 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 ISCV | $2,290,050 | 39,545 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 ISCV | $2,449,713 | 40,028 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 ISCV | $2,063,942 | 34,858 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 ISCV | $1,658,513 | 32,030 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 ISCV | $1,644,152 | 30,436 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 ISCV | $1,554,822 | 29,803 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 ISCV | $1,497,141 | 28,758 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 ISCV | $1,366,344 | 28,747 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 ISCV | $1,210,911 | 24,069 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 ISCV | $1,378,979 | 23,464 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 ISCV | $1,379,192 | 23,207 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 ISCV | $1,175,544 | 20,678 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 ISCV | $1,161,434 | 19,759 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 ISCV | $351,675 | 6,252 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 ISCV | $77,525 | 1,651 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||