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IYMIYM
31 quarters

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

LPL Financial LLC holds 238,055 shares of IYM (ISHARES TR), worth $42.7M as of 2026-Q2. The position was increased (+39.8% shares). IYM represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$42.7M

Current Shares

238,055

Total Value Change

+$38.7M

Total Shares Change

+190,403

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
238,055
+39.8%
$42.7M0.0%$179.53
39
2026-Q1
Increased
170,329
+67.6%
$30M0.0%$183.37
42
2025-Q4
Increased
101,607
+1.0%
$15.6M0.0%$155.48
28
2025-Q3
Increased
100,643
+13.1%
$14.9M0.0%$146.86
32
2025-Q2
Increased
89,015
+6.0%
$12.5M0.0%$138.12
30
2025-Q1
Increased
83,942
+9.6%
$11.3M0.0%$132.39
31
2024-Q4
Increased
76,627
+16.6%
$10M0.0%$127.09
32
2024-Q3
Increased
65,740
+3.0%
$9.9M0.0%$148.16
28
2024-Q2
Decreased
63,852
-12.5%
$8.9M0.0%$136.64
0
2024-Q1
Increased
73,005
+1.2%
$10.8M0.0%$143.67
28
2023-Q4
Decreased
72,130
-8.0%
$10M0.0%$133.94
0
2023-Q3
Increased
78,365
+0.1%
$9.9M0.0%$121.82
28
2023-Q2
Decreased
78,280
-11.4%
$10.4M0.0%$126.35
0
2023-Q1
Increased
88,309
+24.9%
$11.7M0.0%$124.82
34
2022-Q4
Increased
70,685
+2.5%
$8.8M0.0%$118.71
28
2022-Q3
Decreased
68,982
-10.2%
$7.5M0.0%$102.53
0
2022-Q2
Decreased
76,799
-16.6%
$9M0.0%$112.09
0
2022-Q1
Increased
92,084
+4.3%
$13.8M0.0%$140.76
29
2021-Q4
Decreased
88,307
-75.1%
$12.4M0.0%$130.05
0
2021-Q3
Increased
355,025
+276.1%
$44.2M0.0%$117.15
47
2021-Q2
Increased
94,384
+61.0%
$12.3M0.0%$120.06
40
2021-Q1
Decreased
58,614
-25.2%
$7.4M0.0%$115.85
0
2020-Q4
Increased
78,393
+59.0%
$8.9M0.0%$103.82
39
2020-Q3
Increased
49,304
+52.9%
$4.9M0.0%$89.32
38
2020-Q2
Increased
32,244
+10.5%
$2.9M0.0%$80.00
29
2020-Q1
Decreased
29,171
-9.6%
$2M0.0%$63.45
0
2019-Q4
Increased
32,280
+9.2%
$3.2M0.0%$87.66
29
2019-Q3
Decreased
29,553
-9.1%
$2.7M0.0%$82.01
0
2019-Q2
Decreased
32,510
-9.8%
$3.1M0.0%$84.60
0
2019-Q1
Decreased
36,037
-24.4%
$3.3M0.0%$80.95
0
2018-Q4
New
47,652
-
$4M0.0%$73.46
37

Other major holders of IYM: Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, MANUFACTURERS LIFE INSURANCE COMPANY, THE

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