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

LPL Financial LLC holds 2.3M shares of IWY (ISHARES TR), worth $682.6M as of 2026-Q2. The position was decreased (-1.6% shares). IWY represents 0.2% of LPL Financial LLC's portfolio.

Current Value

$682.6M

Current Shares

2.3M

Total Value Change

+$268.3M

Total Shares Change

+465,825

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2.3M
-1.6%
$682.6M0.2%$290.62
0
2026-Q1
Decreased
2.4M
-0.1%
$594.1M0.2%$261.70
0
2025-Q4
Increased
2.4M
+0.1%
$662.1M0.2%$278.93
38
2025-Q3
Increased
2.4M
+8.7%
$653.5M0.2%$271.67
41
2025-Q2
Increased
2.2M
+0.6%
$541.5M0.2%$244.27
38
2025-Q1
Decreased
2.2M
-1.4%
$460.4M0.2%$209.87
0
2024-Q4
Increased
2.2M
+17.5%
$520.6M0.2%$236.18
44
2024-Q3
Increased
1.9M
+0.9%
$414.4M0.2%$217.61
38

Other major holders of IWY: TIAA TRUST, NATIONAL ASSOCIATION

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