Back to COMMONWEALTH EQUITY SERVICES, LLC COMMONWEALTH EQUITY SERVICES, LLC

IWNIWN
30 quarters

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

COMMONWEALTH EQUITY SERVICES, LLC holds 756,672 shares of IWN (ISHARES TR), worth $167.4M as of 2026-Q2. The position was decreased (-4.7% shares). IWN represents 0.2% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$167.4M

Current Shares

756,672

Total Value Change

+$33.4M

Total Shares Change

-360,663

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
756,672
-4.7%
$167.4M0.2%$221.20
0
2026-Q1
Increased
793,547
+0.1%
$150.4M0.2%$196.06
36
2025-Q4
Decreased
792,632
-4.5%
$143.6M0.2%$182.65
0
2025-Q3
Decreased
830,140
-8.3%
$146.8M0.2%$175.55
0
2025-Q2
Decreased
905,799
-3.9%
$142.9M0.2%$156.06
0
2025-Q1
Increased
942,986
+2.5%
$142.4M0.2%$148.99
37
2024-Q4
Decreased
920,007
-1.3%
$151M0.2%$160.76
0
2024-Q3
Decreased
932,468
-10.2%
$155.6M0.2%$162.58
0
2024-Q2
Decreased
1M
-13.7%
$158.2M0.3%$148.06
0
2024-Q1
Decreased
1.2M
-0.4%
$191.2M0.3%$153.71
0
2023-Q4
Increased
1.2M
+2.8%
$187.7M0.3%$149.79
37
2023-Q3
Increased
1.2M
+1.8%
$159.4M0.3%$129.97
37
2023-Q2
Increased
1.2M
+0.9%
$162.6M0.3%$134.02
37
2023-Q1
Increased
1.1M
+0.2%
$156.8M0.3%$127.60
36
2022-Q4
Increased
1.1M
+3.2%
$158.3M0.4%$130.76
37
2022-Q3
Increased
1.1M
+1.2%
$142.7M0.4%$121.58
37
2022-Q2
Increased
1.1M
+2.1%
$148.9M0.4%$127.34
37
2022-Q1
Decreased
1.1M
-1.3%
$173M0.4%$151.23
0
2021-Q4
Increased
1.1M
+0.9%
$180.2M0.4%$153.28
37
2021-Q3
Increased
1.1M
+1.4%
$172.3M0.4%$148.79
37
2021-Q2
Increased
1.1M
+3.3%
$175.8M0.4%$151.40
38
2021-Q1
Decreased
1M
-32.1%
$163.8M0.5%$144.86
0
2020-Q4
Increased
1.5M
+0.6%
$199.3M0.6%$119.84
43
2020-Q3
Increased
1.5M
+2.5%
$149.4M0.5%$89.72
44
2020-Q2
Increased
1.5M
+0.2%
$142.9M0.5%$86.69
43
2020-Q1
Increased
1.5M
+22.0%
$120.1M0.6%$73.94
51
2019-Q4
Increased
1.2M
+2.6%
$154.3M0.6%$114.42
44
2019-Q3
Increased
1.2M
+1.3%
$139.7M0.6%$105.92
43
2019-Q2
Increased
1.2M
+3.4%
$139.2M0.6%$106.18
44
2019-Q1
New
1.1M
-
$134M0.6%$105.14
59

Other major holders of IWN: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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