Question 1

Does LPL Financial own IWMI stock?

Accepted Answer

Yes. As of its Q2 2026 13F, LPL Financial holds 739,510 shares of IWMI, worth $39.6M.

Question 2

How many shares of IWMI does LPL Financial own?

Accepted Answer

As of its Q2 2026 13F, LPL Financial holds 739,510 shares of IWMI.

Question 3

What is LPL Financial's IWMI position worth?

Accepted Answer

As of its Q2 2026 13F, LPL Financial's IWMI position is worth $39.6M.

Question 4

Is LPL Financial buying or selling IWMI?

Accepted Answer

In Q2 2026, LPL Financial increased its IWMI position by 175,595 shares (+31.1%).

Question 5

When did LPL Financial first buy IWMI?

Accepted Answer

LPL Financial first reported IWMI in its Q1 2025 13F and has listed it in 6 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	739,510	+31.1%	$39.6M	0.0%	$51.03	37
2026-Q1	Increased	563,915	+45.4%	$26.7M	0.0%	$43.59	39
2025-Q4	Increased	387,937	+111.1%	$18.9M	0.0%	$43.19	46
2025-Q3	Increased	183,753	+79.1%	$8.9M	0.0%	$41.59	42
2025-Q2	Increased	102,594	+269.3%	$4.7M	0.0%	$37.51	43
2025-Q1	New	27,781	-	$1.2M	0.0%	$34.75	35

IWMI6 quarters

IWMI
6 quarters