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IWN
Showing 8 of 29 quarters

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

D.A. DAVIDSON & CO. holds 1.3M shares of IWN (ISHARES TR), worth $241.4M as of 2026-Q1. The position was increased (+2.2% shares). IWN represents 1.5% of D.A. DAVIDSON & CO.'s portfolio.

Current Value

$241.4M

Current Shares

1.3M

Total Value Change

+$84M

Total Shares Change

+239,400

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.3M
+2.2%
$241.4M1.5%$196.06
49
2025-Q4
Increased
1.2M
+2.5%
$225.8M1.4%$182.65
49
2025-Q3
Increased
1.2M
+2.7%
$215M1.4%$175.55
50
2025-Q2
Increased
1.2M
+4.4%
$186.9M1.3%$156.06
50
2025-Q1
Increased
1.1M
+5.0%
$171.3M1.4%$148.99
50
2024-Q4
Increased
1.1M
+2.9%
$177.3M1.4%$160.76
49
2024-Q3
Increased
1M
+1.5%
$175.2M1.4%$162.58
49
2024-Q2
Increased
1M
+1.7%
$157.5M1.4%$148.06
49

Other major holders of IWN: BANK OF AMERICA CORP /DE/

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