How many shares of IWX does LPL Financial LLC own?

As of 2026-Q2, LPL Financial LLC holds 483,315 shares of IWX (ISHARES TR).

What is LPL Financial LLC's IWX position worth?

As of 2026-Q2, LPL Financial LLC's IWX position is worth $50.8M.

In 2026-Q2, LPL Financial LLC decreased their IWX position (-16.5% change in shares).

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

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

Current Value

$50.8M

Current Shares

483,315

Total Value Change

+$44.8M

Total Shares Change

+357,798

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	483,315	-16.5%	$50.8M	0.0%	$105.16	0
2026-Q1	Decreased	579,108	-9.6%	$53.7M	0.0%	$96.16	0
2025-Q4	Increased	640,842	+654.7%	$58.9M	0.0%	$92.45	48
2025-Q3	Increased	84,914	+6.8%	$7.5M	0.0%	$87.34	29
2025-Q2	Decreased	79,514	-87.3%	$6.7M	0.0%	$83.19	0
2025-Q1	Increased	624,829	+672.4%	$51.3M	0.0%	$80.26	47
2024-Q4	Decreased	80,890	-81.7%	$6.4M	0.0%	$77.51	0
2024-Q3	Increased	441,503	+743.9%	$35.9M	0.0%	$79.11	47
2024-Q2	Increased	52,315	+2.0%	$3.9M	0.0%	$72.78	27
2024-Q1	Decreased	51,271	-1.2%	$3.9M	0.0%	$73.90	0
2023-Q4	Decreased	51,884	-6.0%	$3.6M	0.0%	$67.63	0
2023-Q3	Increased	55,183	+5.4%	$3.6M	0.0%	$62.60	28
2023-Q2	Increased	52,353	+14.6%	$3.5M	0.0%	$63.67	30
2023-Q1	Decreased	45,698	-7.7%	$3M	0.0%	$60.98	0
2022-Q4	Increased	49,510	+6.7%	$3.2M	0.0%	$61.23	28
2022-Q3	Increased	46,425	+3.2%	$2.7M	0.0%	$54.78	27
2022-Q2	Increased	44,988	+31.7%	$2.8M	0.0%	$57.82	33
2022-Q1	Decreased	34,168	-3.5%	$2.4M	0.0%	$65.62	0
2021-Q4	Decreased	35,416	-0.8%	$2.5M	0.0%	$64.75	0
2021-Q3	Increased	35,684	+17.6%	$2.3M	0.0%	$61.14	30
2021-Q2	Increased	30,355	+25.9%	$2M	0.0%	$60.44	32
2021-Q1	Increased	24,112	+12.7%	$1.5M	0.0%	$58.16	29
2020-Q4	Decreased	21,388	-8.6%	$1.2M	0.0%	$52.01	0
2020-Q3	Decreased	23,397	-12.5%	$1.2M	0.0%	$45.62	0
2020-Q2	Decreased	26,740	-9.2%	$1.3M	0.0%	$43.19	0
2020-Q1	Decreased	29,432	-78.0%	$1.3M	0.0%	$39.92	0
2019-Q4	Increased	133,578	+2.5%	$7.8M	0.0%	$51.57	28
2019-Q3	Increased	130,354	+2.8%	$7.1M	0.0%	$47.82	28
2019-Q2	Decreased	126,769	-53.1%	$6.9M	0.0%	$46.99	0
2019-Q1	Increased	270,429	+115.5%	$14.2M	0.0%	$45.41	45
2018-Q4	New	125,517	-	$6M	0.0%	$40.69	38