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Showing 9 of 31 quarters

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

Yes. D.A. Davidson holds 547,154 shares of IWO, worth $195.3M, as of its Q3 2026 13F filing. It reduced the position by 3,153 shares (-0.6%) from Q2 2026. D.A. Davidson has held IWO in every 13F on record since Q1 2019, 31 quarterly filings. IWO is 1.0% of D.A. Davidson's reported 13F portfolio.

Current Value

$195.3M

Current Shares

547,154

Total Value Change

+$61.6M

Total Shares Change

+76,462

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Decreased
547,154
-0.6%
$195.3M1.0%$356.90
0
2026-Q2
Increased
550,307
+1.0%
$216.8M1.2%$393.52
49
2026-Q1
Increased
544,695
+2.3%
$170.9M1.0%$313.09
49
2025-Q4
Increased
532,522
+2.1%
$172M1.1%$322.17
49
2025-Q3
Increased
521,555
+1.8%
$166.9M1.1%$318.50
49
2025-Q2
Increased
512,122
+3.5%
$146.4M1.0%$284.15
49
2025-Q1
Increased
494,554
+3.6%
$126.4M1.0%$253.71
49
2024-Q4
Increased
477,341
+1.4%
$137.4M1.1%$285.35
48
2024-Q3
Increased
470,692
+1.6%
$133.7M1.1%$280.60
48

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

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