How many shares of IWV does LPL Financial LLC own?

As of 2026-Q2, LPL Financial LLC holds 465,469 shares of IWV (ISHARES TR).

What is LPL Financial LLC's IWV position worth?

As of 2026-Q2, LPL Financial LLC's IWV position is worth $198.5M.

Is LPL Financial LLC buying or selling IWV?

In 2026-Q2, LPL Financial LLC increased their IWV position (+1.8% change in shares).

When did LPL Financial LLC first buy IWV?

Based on available 13F filings, LPL Financial LLC first reported a position in IWV in 2018-Q4. They have held the position across 31 quarters.

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LPL Financial LLC

IWV
31 quarters

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

Current Value

$198.5M

Current Shares

465,469

Total Value Change

+$142.7M

Total Shares Change

+85,708

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	465,469	+1.8%	$198.5M	0.0%	$426.40	31
2026-Q1	Decreased	457,350	-8.6%	$169.5M	0.0%	$387.33	0
2025-Q4	Decreased	500,222	-2.5%	$193.5M	0.1%	$389.73	0
2025-Q3	Increased	512,894	+2.5%	$194.4M	0.1%	$376.62	31
2025-Q2	Decreased	500,570	-0.2%	$175.7M	0.1%	$347.37	0
2025-Q1	Increased	501,659	+1.2%	$159.3M	0.1%	$313.50	31
2024-Q4	Increased	495,529	+5.6%	$165.6M	0.1%	$332.13	32
2024-Q3	Increased	469,157	+3.0%	$153.3M	0.1%	$321.26	31
2024-Q2	Increased	455,343	+3.5%	$140.6M	0.1%	$303.55	31
2024-Q1	Decreased	439,842	-0.7%	$132M	0.1%	$294.36	0
2023-Q4	Increased	443,079	+1.6%	$121.3M	0.1%	$267.84	31
2023-Q3	Decreased	436,192	-0.1%	$106.9M	0.1%	$238.85	0
2023-Q2	Increased	436,487	+1.7%	$111.1M	0.1%	$244.38	30
2023-Q1	Decreased	429,261	-5.2%	$101.1M	0.1%	$224.56	0
2022-Q4	Increased	452,991	+4.4%	$100M	0.1%	$212.87	31
2022-Q3	Increased	434,009	+0.2%	$89.9M	0.1%	$201.40	30
2022-Q2	Decreased	433,242	-1.3%	$94.2M	0.1%	$209.98	0
2022-Q1	Decreased	438,856	-14.3%	$115.1M	0.1%	$253.63	0
2021-Q4	Increased	512,254	+3.5%	$142.2M	0.1%	$264.67	37
2021-Q3	Increased	494,725	+7.6%	$126.1M	0.1%	$244.26	39
2021-Q2	Increased	459,858	+1.3%	$117.7M	0.1%	$241.81	36
2021-Q1	Increased	453,892	+19.6%	$107.7M	0.1%	$222.62	42
2020-Q4	Increased	379,552	+1.4%	$84.8M	0.1%	$209.30	36
2020-Q3	Decreased	374,178	-0.2%	$73.2M	0.1%	$182.03	0
2020-Q2	Decreased	374,873	-1.2%	$67.5M	0.1%	$165.49	0
2020-Q1	Increased	379,282	+1.1%	$56.3M	0.1%	$139.90	35
2019-Q4	Decreased	375,223	-1.0%	$70.7M	0.1%	$173.87	0
2019-Q3	Increased	379,056	+1.9%	$65.9M	0.1%	$159.10	36
2019-Q2	Increased	372,067	+0.3%	$64.1M	0.1%	$157.91	35
2019-Q1	Decreased	370,799	-2.4%	$61.8M	0.1%	$151.89	0
2018-Q4	New	379,761	-	$55.8M	0.1%	$132.16	49

Other major holders of IWV: SCS Capital Management LLC, GOLDMAN SACHS GROUP INC

IWV31 quarters

IWV
31 quarters