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IWLIWL
31 quarters

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

LPL Financial LLC holds 359,781 shares of IWL (ISHARES TR), worth $66.5M as of 2026-Q2. The position was decreased (-4.8% shares). IWL represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$66.5M

Current Shares

359,781

Total Value Change

+$56.8M

Total Shares Change

+193,255

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
359,781
-4.8%
$66.5M0.0%$184.95
0
2026-Q1
Increased
377,756
+33.2%
$60.6M0.0%$167.93
38
2025-Q4
Increased
283,567
+8.5%
$48.4M0.0%$171.77
32
2025-Q3
Decreased
261,275
-1.5%
$43.4M0.0%$164.98
0
2025-Q2
Decreased
265,185
-7.5%
$40.6M0.0%$151.57
0
2025-Q1
Decreased
286,708
-6.4%
$39.4M0.0%$135.65
0
2024-Q4
Increased
306,260
+0.4%
$44.3M0.0%$143.99
29
2024-Q3
Increased
304,958
+3.6%
$42.8M0.0%$138.06
30
2024-Q2
Decreased
294,363
-12.1%
$39.4M0.0%$131.84
0
2024-Q1
Increased
334,875
+82.0%
$42.6M0.0%$124.82
45
2023-Q4
Decreased
183,943
-5.4%
$21.2M0.0%$112.71
0
2023-Q3
Decreased
194,434
-12.0%
$20.1M0.0%$100.86
0
2023-Q2
Increased
220,852
+38.7%
$23.6M0.0%$102.39
38
2023-Q1
Increased
159,248
+12.4%
$15.5M0.0%$93.05
32
2022-Q4
Increased
141,712
+0.3%
$12.7M0.0%$86.85
28
2022-Q3
Increased
141,320
+4.6%
$12M0.0%$82.89
29
2022-Q2
Increased
135,111
+4.0%
$12.1M0.0%$86.70
29
2022-Q1
Increased
129,902
+154.5%
$14M0.0%$104.77
45
2021-Q4
Increased
51,037
+9.1%
$5.8M0.0%$108.87
30
2021-Q3
Increased
46,796
+3.4%
$4.8M0.0%$98.78
28
2021-Q2
Increased
45,257
+37.2%
$4.7M0.0%$97.04
35
2021-Q1
Increased
32,995
+16.6%
$3.1M0.0%$88.80
31
2020-Q4
Increased
28,309
+8.6%
$2.6M0.0%$84.44
28
2020-Q3
Increased
26,065
+17.9%
$2.1M0.0%$75.45
30
2020-Q2
Increased
22,118
+9.6%
$1.6M0.0%$67.97
28
2020-Q1
Decreased
20,184
-89.3%
$1.2M0.0%$57.98
0
2019-Q4
Increased
188,534
+2.5%
$14.2M0.0%$69.28
29
2019-Q3
Decreased
183,856
-4.7%
$12.7M0.0%$62.95
0
2019-Q2
Increased
192,835
+9.0%
$13.1M0.0%$62.22
31
2019-Q1
Increased
176,909
+6.2%
$11.6M0.0%$59.67
30
2018-Q4
New
166,526
-
$9.7M0.0%$52.49
38

Other major holders of IWL: ENVESTNET ASSET MANAGEMENT INC

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