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

IWYIWY
30 quarters

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

COMMONWEALTH EQUITY SERVICES, LLC holds 828,066 shares of IWY (ISHARES TR), worth $240.7M as of 2026-Q2. The position was decreased (-9.7% shares). IWY represents 0.3% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$240.7M

Current Shares

828,066

Total Value Change

+$216.8M

Total Shares Change

+538,536

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
828,066
-9.7%
$240.7M0.3%$290.62
0
2026-Q1
Increased
916,739
+4.2%
$228.1M0.3%$261.70
38
2025-Q4
Decreased
880,113
-6.3%
$243.7M0.3%$278.93
0
2025-Q3
Increased
938,911
+0.1%
$256.9M0.3%$271.67
37
2025-Q2
Decreased
937,852
-4.9%
$231.2M0.3%$244.27
0
2025-Q1
Decreased
985,725
-41.3%
$207.9M0.3%$209.87
0
2024-Q4
Increased
1.7M
+2.8%
$395.1M0.6%$236.18
45
2024-Q3
Decreased
1.6M
-4.2%
$359.4M0.5%$217.61
0
2024-Q2
Decreased
1.7M
-1.7%
$365.5M0.6%$213.14
0
2024-Q1
Increased
1.7M
+2.8%
$338M0.6%$193.66
45
2023-Q4
Increased
1.7M
+9.9%
$295.3M0.5%$173.71
48
2023-Q3
Increased
1.5M
+67.0%
$236M0.5%$152.17
54
2023-Q2
Increased
918,565
+1.8%
$145.6M0.3%$154.24
37
2023-Q1
Increased
901,963
+9.4%
$125.3M0.3%$134.78
39
2022-Q4
Increased
824,790
+25.8%
$99.4M0.2%$118.58
44
2022-Q3
Increased
655,728
+43.1%
$78.4M0.2%$119.58
48
2022-Q2
Decreased
458,306
-6.0%
$57.4M0.1%$124.02
0
2022-Q1
Increased
487,324
+32.0%
$77.4M0.2%$157.66
45
2021-Q4
Increased
369,254
+0.4%
$64M0.1%$170.10
35
2021-Q3
Decreased
367,693
-5.4%
$56.1M0.1%$149.97
0
2021-Q2
Decreased
388,679
-5.6%
$58.5M0.1%$146.77
0
2021-Q1
Increased
411,720
+2.6%
$55.4M0.2%$129.12
36
2020-Q4
Decreased
401,277
-1.4%
$53.4M0.2%$128.65
0
2020-Q3
Increased
406,907
+16.9%
$49.4M0.2%$116.52
41
2020-Q2
Increased
348,042
+22.9%
$37.1M0.1%$101.29
42
2020-Q1
Increased
283,190
+7.5%
$23.8M0.1%$82.05
37
2019-Q4
Decreased
263,529
-1.6%
$25.5M0.1%$92.71
0
2019-Q3
Decreased
267,876
-7.8%
$23.3M0.1%$82.91
0
2019-Q2
Increased
290,511
+0.3%
$24.9M0.1%$82.03
34
2019-Q1
New
289,530
-
$23.8M0.1%$78.37
47

Other major holders of IWY: TIAA TRUST, NATIONAL ASSOCIATION

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