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IWDIWD
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Position history for LPL Financial LLCLPL Financial LLC's holdings in ISHARES TR

LPL Financial LLC holds 4M shares of IWD (ISHARES TR), worth $980.1M as of 2026-Q2. The position was decreased (-5.6% shares). IWD represents 0.2% of LPL Financial LLC's portfolio.

Current Value

$980.1M

Current Shares

4M

Total Value Change

+$354.9M

Total Shares Change

+748,987

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
4M
-5.6%
$980.1M0.2%$242.43
0
2026-Q1
Decreased
4.3M
-0.1%
$915.5M0.2%$222.27
0
2025-Q4
Increased
4.3M
+2.1%
$902.5M0.2%$211.94
39
2025-Q3
Increased
4.2M
+0.9%
$855.4M0.2%$202.24
38
2025-Q2
Increased
4.2M
+5.5%
$809M0.3%$191.58
40
2025-Q1
Increased
3.9M
+6.2%
$743.1M0.3%$183.74
40
2024-Q4
Increased
3.7M
+12.9%
$688.7M0.3%$181.36
43
2024-Q3
Increased
3.3M
+0.7%
$625.2M0.3%$184.97
38

Other major holders of IWD: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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