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IWY
Showing 8 of 29 quarters

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

COMMONWEALTH EQUITY SERVICES, LLC holds 916,739 shares of IWY (ISHARES TR), worth $228.1M as of 2026-Q1. The position was increased (+4.2% shares). IWY represents 0.3% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$228.1M

Current Shares

916,739

Total Value Change

-$137.4M

Total Shares Change

-786,974

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
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

Other major holders of IWY: TIAA TRUST, NATIONAL ASSOCIATION

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