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IDVIDV
Showing 8 of 30 quarters

Position history for COMMONWEALTH EQUITY SERVICES, LLCCOMMONWEALTH EQUITY SERVICES, LLC's holdings in ISHARES TR

COMMONWEALTH EQUITY SERVICES, LLC holds 1.3M shares of IDV (ISHARES TR), worth $53.9M as of 2026-Q2. The position was increased (+14.1% shares). IDV represents 0.1% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$53.9M

Current Shares

1.3M

Total Value Change

+$42.3M

Total Shares Change

+918,616

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.3M
+14.1%
$53.9M0.1%$41.43
33
2026-Q1
Increased
1.1M
+12.4%
$48.5M0.1%$42.65
33
2025-Q4
Increased
1M
+17.5%
$40M0.1%$39.64
34
2025-Q3
Increased
863,327
+17.8%
$31.6M0.0%$35.94
34
2025-Q2
Increased
732,843
+77.8%
$25.3M0.0%$33.51
44
2025-Q1
Increased
412,198
+2.4%
$12.8M0.0%$29.72
29
2024-Q4
Increased
402,695
+5.5%
$11M0.0%$25.87
29
2024-Q3
Decreased
381,811
-4.8%
$11.5M0.0%$28.46
0

Other major holders of IDV: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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