Position history for LPL Financial LLC's holdings in ISHARES TR
LPL Financial LLC holds 3.7M shares of IWM (ISHARES TR), worth $926.8M as of 2026-Q1. The position was decreased (-49.8% shares). IWM represents 0.2% of LPL Financial LLC's portfolio.
Current Value
$926.8M
Current Shares
3.7M
Total Value Change
-$330.9M
Total Shares Change
-2.5M
Other major holders of IWM: BANK OF AMERICA CORP /DE/, MORGAN STANLEY
Decreased |
| 3.7M |
-49.8% |
| $926.8M |
| 0.2% |
| $259.24 |
0 |
| 2025-Q4 | Increased | 7.4M | +1.1% | $1.8B | 0.5% | $248.03 | 45 |
| 2025-Q3 | Increased | 7.4M | +4.5% | $1.8B | 0.5% | $240.81 | 47 |
| 2025-Q2 | Increased | 7.1M | +2.3% | $1.5B | 0.5% | $214.15 | 46 |
| 2025-Q1 | Decreased | 6.9M | -1.7% | $1.4B | 0.5% | $198.67 | 0 |
| 2024-Q4 | Increased | 7M | +4.0% | $1.5B | 0.6% | $218.23 | 47 |
| 2024-Q3 | Increased | 6.7M | +8.8% | $1.5B | 0.7% | $217.23 | 49 |
| 2024-Q2 | Increased | 6.2M | +4.4% | $1.3B | 0.6% | $199.36 | 47 |