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IWFIWF
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Position history for D.A. DAVIDSON & CO.D.A. DAVIDSON & CO.'s holdings in ISHARES TR

D.A. DAVIDSON & CO. holds 1.5M shares of IWF (ISHARES TR), worth $185M as of 2026-Q2. The position was increased (+293.7% shares). IWF represents 1.0% of D.A. DAVIDSON & CO.'s portfolio.

Current Value

$185M

Current Shares

1.5M

Total Value Change

+$46M

Total Shares Change

+1.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.5M
+293.7%
$185M1.0%$124.17
78
2026-Q1
Increased
378,467
+4.5%
$161.4M1.0%$106.51
45
2025-Q4
Decreased
362,006
-0.1%
$171.3M1.0%$118.12
0
2025-Q3
Decreased
362,459
-0.1%
$169.8M1.1%$116.78
0
2025-Q2
Increased
362,956
+0.3%
$154.1M1.1%$105.75
48
2025-Q1
Decreased
361,876
-1.7%
$130.7M1.0%$89.85
0
2024-Q4
Decreased
368,052
-0.6%
$147.8M1.2%$99.82
0
2024-Q3
Increased
370,274
+1.7%
$139M1.1%$93.21
48

Other major holders of IWF: MORGAN STANLEY, BANK OF AMERICA CORP /DE/

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