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

IWSIWS
30 quarters

Position history for COMMONWEALTH EQUITY SERVICES, LLCCOMMONWEALTH EQUITY SERVICES, LLC's holdings in ISHARES RUSSELL MIDCAP VALUE INDEX FUND

COMMONWEALTH EQUITY SERVICES, LLC holds 1.9M shares of IWS (ISHARES RUSSELL MIDCAP VALUE INDEX FUND), worth $307.5M as of 2026-Q2. The position was increased (+0.1% shares). IWS represents 0.4% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$307.5M

Current Shares

1.9M

Total Value Change

+$111.8M

Total Shares Change

-384,642

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.9M
+0.1%
$307.5M0.4%$164.60
37
2026-Q1
Decreased
1.9M
-6.0%
$271.8M0.4%$151.87
0
2025-Q4
Decreased
2M
-4.2%
$280M0.4%$142.38
0
2025-Q3
Decreased
2.1M
-5.5%
$289.6M0.4%$138.71
0
2025-Q2
Decreased
2.2M
-2.8%
$290M0.4%$130.39
0
2025-Q1
Increased
2.3M
+5.1%
$284.4M0.4%$123.56
39
2024-Q4
Increased
2.1M
+3.8%
$277.9M0.4%$127.07
38
2024-Q3
Decreased
2.1M
-7.5%
$273.8M0.4%$129.34
0
2024-Q2
Decreased
2.2M
-6.5%
$270.1M0.4%$117.78
0
2024-Q1
Increased
2.4M
+1.0%
$300M0.5%$121.87
37
2023-Q4
Decreased
2.4M
-1.1%
$275.5M0.5%$112.73
0
2023-Q3
Increased
2.4M
+1.5%
$250.1M0.5%$100.63
44
2023-Q2
Increased
2.4M
+0.4%
$259.3M0.5%$104.53
43
2023-Q1
Increased
2.4M
+0.3%
$249.7M0.5%$99.90
43
2022-Q4
Increased
2.3M
+1.3%
$246.8M0.6%$100.18
44
2022-Q3
Increased
2.3M
+11.8%
$222.3M0.6%$91.47
48
2022-Q2
Increased
2.1M
+1.0%
$210.2M0.5%$96.37
43
2022-Q1
Decreased
2M
-8.2%
$245.2M0.6%$113.53
0
2021-Q4
Increased
2.2M
+0.5%
$273.2M0.6%$114.05
44
2021-Q3
Increased
2.2M
+0.1%
$251.6M0.6%$106.97
43
2021-Q2
Increased
2.2M
+4.0%
$255.3M0.6%$106.23
45
2021-Q1
Decreased
2.1M
-4.1%
$233.5M0.7%$101.23
0
2020-Q4
Increased
2.2M
+2.2%
$215.9M0.6%$88.73
44
2020-Q3
Decreased
2.2M
-1.6%
$176.2M0.6%$73.67
0
2020-Q2
Decreased
2.2M
-3.4%
$169.5M0.6%$68.84
0
2020-Q1
Decreased
2.3M
-2.1%
$146.9M0.7%$59.15
0
2019-Q4
Increased
2.3M
+2.1%
$221.9M0.8%$84.72
44
2019-Q3
Increased
2.3M
+0.7%
$205.8M0.9%$79.76
43
2019-Q2
Increased
2.3M
+1.1%
$203M0.9%$79.10
43
2019-Q1
New
2.3M
-
$195.7M0.9%$76.70
60

Other major holders of IWS: Steward Partners Investment Advisory, LLC, TIAA TRUST, NATIONAL ASSOCIATION, JONES FINANCIAL COMPANIES LLLP

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